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
1001
$33.8M 0.01%
500,394
-514,398
1002
$33.5M 0.01%
891,999
+918
1003
$33.5M 0.01%
1,053,938
-67,666
1004
$33.4M 0.01%
748,597
+154,140
1005
$33.4M 0.01%
172,455
-78,030
1006
$33.4M 0.01%
844,483
-213,979
1007
$33.2M 0.01%
663,506
-246,016
1008
$33.1M 0.01%
96,102
-19,493
1009
$33.1M 0.01%
495,045
+9,564
1010
$33.1M 0.01%
369,925
-99,436
1011
$33M 0.01%
1,118,838
+45,838
1012
$32.9M 0.01%
2,414,273
+1,309,750
1013
$32.9M 0.01%
1,145,110
-330,135
1014
$32.9M 0.01%
606,905
+32,160
1015
$32.8M 0.01%
1,568,402
+92,502
1016
$32.6M 0.01%
8,283,721
-215,047
1017
$32.6M 0.01%
1,226,724
+119,812
1018
$32.4M 0.01%
858,870
-43,426
1019
$32.4M 0.01%
8,193,910
+1,231,492
1020
$32.4M 0.01%
1,591,592
-213,603
1021
$32.1M 0.01%
1,020,496
+289,672
1022
$32M 0.01%
638,620
+78,421
1023
$32M 0.01%
576,187
-100,045
1024
$31.9M 0.01%
2,083,835
+182,783
1025
$31.9M 0.01%
772,050
-517,620