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
1051
$30.6M 0.01%
662,888
+92,878
1052
$30.6M 0.01%
834,732
+240,669
1053
$30.6M 0.01%
216,157
-103,211
1054
$30.6M 0.01%
643,589
+40,037
1055
$30.5M 0.01%
2,755,793
-1,067,304
1056
$30.5M 0.01%
1,789,628
-176,651
1057
$30.4M 0.01%
672,228
+85,466
1058
$30.4M 0.01%
964,298
-149,697
1059
$30.3M 0.01%
324,846
+3,447
1060
$30.2M 0.01%
829,616
-419,231
1061
$30.2M 0.01%
825,361
+17,899
1062
$30.2M 0.01%
904,750
+240,132
1063
$30.2M 0.01%
706,349
+111,685
1064
$30.1M 0.01%
2,344,715
-430,763
1065
$30.1M 0.01%
444,493
+32,283
1066
$30M 0.01%
1,604,375
+330,049
1067
$30M 0.01%
255,418
-74,443
1068
$30M 0.01%
1,113,344
-106,632
1069
$30M 0.01%
397,042
+90,254
1070
$29.9M 0.01%
868,095
+461,222
1071
$29.9M 0.01%
593,521
-94,655
1072
$29.9M 0.01%
843,013
-3,624
1073
$29.9M 0.01%
1,877,657
+1,332,594
1074
$29.9M 0.01%
681,539
-83,352
1075
$29.8M 0.01%
382,849
-283,238