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
1076
$29.8M 0.01%
525,505
+20,780
1077
$29.7M 0.01%
601,464
-5,945,793
1078
$29.7M 0.01%
1,286,373
+202,449
1079
$29.7M 0.01%
2,027,584
+153,828
1080
$29.6M 0.01%
985,587
+162,826
1081
$29.6M 0.01%
457,349
+61,865
1082
$29.6M 0.01%
1,584,494
+542,829
1083
$29.5M 0.01%
795,722
-104,900
1084
$29.4M 0.01%
424,192
-22,253
1085
$29.4M 0.01%
1,151,444
-563,956
1086
$29.3M 0.01%
449,113
-27,760
1087
$29.3M 0.01%
2,027,135
+375,547
1088
$29.2M 0.01%
945,065
+199,013
1089
$29.2M 0.01%
363,051
+98,045
1090
$29.2M 0.01%
816,660
-29,710
1091
$29.1M 0.01%
1,028,219
+425,654
1092
$29.1M 0.01%
349,399
+56,942
1093
$29.1M 0.01%
684,028
+85,598
1094
$29.1M 0.01%
1,044,462
-294,602
1095
$29.1M 0.01%
542,904
-331,704
1096
$29M 0.01%
3,630,871
-2,392,022
1097
$28.9M 0.01%
62,872
-13,199
1098
$28.9M 0.01%
1,823,319
+57,581
1099
$28.9M 0.01%
1,552,052
-5,548
1100
$28.8M 0.01%
752,852
-98,352