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
976
$35.3M 0.01%
311,563
+1,534
977
$35.2M 0.01%
1,145,624
-1,658,692
978
$35.1M 0.01%
944,388
+138,466
979
$35M 0.01%
12,804,285
+6,297,363
980
$34.9M 0.01%
612,999
-461,701
981
$34.9M 0.01%
953,638
+165,102
982
$34.9M 0.01%
757,055
+88,714
983
$34.9M 0.01%
402,168
+124,691
984
$34.7M 0.01%
451,089
-101,317
985
$34.5M 0.01%
1,042,391
+943,311
986
$34.4M 0.01%
617,779
-1,306,826
987
$34.4M 0.01%
445,919
+9,112
988
$34.3M 0.01%
560,219
-13,722
989
$34.2M 0.01%
1,493,698
-180,521
990
$34.2M 0.01%
573,976
-6,114
991
$34.2M 0.01%
948,923
-31,855
992
$34.1M 0.01%
355,192
-130,245
993
$34.1M 0.01%
1,050,686
+69,441
994
$34M 0.01%
782,376
-3,548
995
$34M 0.01%
417,227
+81,888
996
$33.9M 0.01%
1,525,253
-4,998,716
997
$33.9M 0.01%
409,329
+71,747
998
$33.9M 0.01%
267,176
-20,709
999
$33.9M 0.01%
647,415
-40,571
1000
$33.8M 0.01%
3,530,930
+35,104