Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$376B
AUM Growth
+$799M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,622
New
Increased
Reduced
Closed

Top Buys

1 +$1.03B
2 +$752M
3 +$709M
4
TGT icon
Target
TGT
+$641M
5
PG icon
Procter & Gamble
PG
+$561M

Top Sells

1 +$687M
2 +$646M
3 +$604M
4
PAYX icon
Paychex
PAYX
+$575M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$551M

Sector Composition

1 Healthcare 9.32%
2 Technology 8.73%
3 Industrials 8.15%
4 Financials 7.98%
5 Consumer Staples 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
$50.4M 0.01%
200,749
-10,025
802
$50.4M 0.01%
1,910,091
+796,958
803
$50.3M 0.01%
1,622,285
+152,415
804
$50M 0.01%
930,566
+114,277
805
$49.9M 0.01%
743,708
+189,127
806
$49.6M 0.01%
2,058,850
+426,612
807
$49.4M 0.01%
1,346,946
+10,502
808
$49.4M 0.01%
995,614
-33,628
809
$49.2M 0.01%
888,169
-10,379
810
$49.2M 0.01%
510,867
+8,419
811
$49.1M 0.01%
2,078,975
-39,845
812
$49.1M 0.01%
3,238,019
+1,494,922
813
$48.9M 0.01%
1,516,412
+14,427
814
$48.9M 0.01%
2,389,559
+1,368,595
815
$48.7M 0.01%
2,392,730
+1,240,646
816
$48.5M 0.01%
1,394,409
+301,711
817
$48.4M 0.01%
571,834
-47,302
818
$48.3M 0.01%
2,048,817
-152,208
819
$48.3M 0.01%
2,199,255
-106,713
820
$48.3M 0.01%
1,406,405
-311,695
821
$48.2M 0.01%
661,767
+130,760
822
$47.9M 0.01%
2,881,128
-168,858
823
$47.8M 0.01%
569,606
-219,230
824
$47.6M 0.01%
2,805,384
-857,180
825
$47.6M 0.01%
886,741
-549,253