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
1151
$26.2M 0.01%
936,516
+40,497
1152
$26.2M 0.01%
786,730
-44,610
1153
$26M 0.01%
1,823,165
+163,525
1154
$26M 0.01%
363,359
-32,652
1155
$26M 0.01%
736,026
+263,178
1156
$25.9M 0.01%
924,282
+35,313
1157
$25.9M 0.01%
2,109,546
-165,535
1158
$25.8M 0.01%
959,377
-257,933
1159
$25.7M 0.01%
1,121,860
+194,240
1160
$25.7M 0.01%
2,726,434
+1,476,300
1161
$25.6M 0.01%
530,681
+47,006
1162
$25.6M 0.01%
395,575
+11,057
1163
$25.6M 0.01%
1,178,092
-31,231
1164
$25.6M 0.01%
1,204,958
+95,824
1165
$25.5M 0.01%
847,656
-108,381
1166
$25.4M 0.01%
522,664
+8,192
1167
$25.4M 0.01%
2,429,047
-2,077,909
1168
$25.4M 0.01%
878,393
+72,969
1169
$25.2M 0.01%
532,390
+95,136
1170
$25.2M 0.01%
436,437
+15,589
1171
$25.2M 0.01%
958,867
+532,313
1172
$25.2M 0.01%
1,096,482
+55,355
1173
$25.1M 0.01%
2,861,257
-256,455
1174
$25.1M 0.01%
965,700
-20,123
1175
$25.1M 0.01%
1,111,725
-1,503,024