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
1176
$25.1M 0.01%
344,577
-15,458
1177
$25.1M 0.01%
153,706
-101,521
1178
$25.1M 0.01%
5,950,380
-2,198,469
1179
$25M 0.01%
637,096
-72,023
1180
$25M 0.01%
1,996,687
+463,228
1181
$24.9M 0.01%
356,686
+44,746
1182
$24.9M 0.01%
609,935
+31,526
1183
$24.8M 0.01%
590,467
+273,094
1184
$24.8M 0.01%
1,099,263
-581,571
1185
$24.8M 0.01%
1,172,218
+108,100
1186
$24.7M 0.01%
1,000,449
-199,346
1187
$24.7M 0.01%
911,038
+159,040
1188
$24.6M 0.01%
124,602
-18,546
1189
$24.6M 0.01%
120,034
+25,042
1190
$24.6M 0.01%
3,036,913
+184,863
1191
$24.6M 0.01%
1,473,768
-362,404
1192
$24.5M 0.01%
823,122
+711
1193
$24.5M 0.01%
1,891,418
-25,691
1194
$24.5M 0.01%
26,624
-2,363
1195
$24.4M 0.01%
316,185
+27,021
1196
$24.3M 0.01%
668,975
-25,014
1197
$24.2M 0.01%
571,561
-17,837
1198
$24.2M 0.01%
687,646
-25,733
1199
$24.1M 0.01%
325,685
-5,981
1200
$24.1M 0.01%
983,520
-329,056