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
1201
$24.1M 0.01%
1,023,469
-372,816
1202
$24.1M 0.01%
988,810
-292,860
1203
$24M 0.01%
1,066,244
+180,160
1204
$23.7M 0.01%
1,056,936
+412,248
1205
$23.6M 0.01%
812,432
-38,495
1206
$23.5M 0.01%
1,116,122
-316,661
1207
$23.5M 0.01%
1,463,878
-65,540
1208
$23.5M 0.01%
1,557,794
-1,213
1209
$23.5M 0.01%
868,640
-124,976
1210
$23.4M 0.01%
334,419
+34,436
1211
$23.4M 0.01%
1,216,173
-171,673
1212
$23.4M 0.01%
904,478
+131,850
1213
$23.4M 0.01%
770,573
-85,511
1214
$23.4M 0.01%
389,198
+44,567
1215
$23.4M 0.01%
950,762
-874,432
1216
$23.4M 0.01%
1,643,333
-1,934,575
1217
$23.4M 0.01%
1,202,711
-36,057
1218
$23.3M 0.01%
2,041,292
-521,833
1219
$23.3M 0.01%
311,117
-120,445
1220
$23.3M 0.01%
1,494,800
+167,237
1221
$23.2M 0.01%
1,376,580
+324,209
1222
$23.2M 0.01%
476,658
-37,462
1223
$23.1M 0.01%
271,185
-12,063
1224
$23.1M 0.01%
247,485
-261,512
1225
$23.1M 0.01%
481,824
+288,019