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
1326
$19.6M ﹤0.01%
785,315
+455,166
1327
$19.6M ﹤0.01%
560,098
+68,112
1328
$19.5M ﹤0.01%
274,328
-117,254
1329
$19.5M ﹤0.01%
3,331,408
-37,555
1330
$19.4M ﹤0.01%
1,159,759
+98,733
1331
$19.4M ﹤0.01%
481,139
-99,513
1332
$19.4M ﹤0.01%
562,819
-36,985
1333
$19.3M ﹤0.01%
838,744
-895,313
1334
$19.3M ﹤0.01%
387,827
-56,829
1335
$19.3M ﹤0.01%
1,268,652
+154,705
1336
$19.2M ﹤0.01%
420,201
+20,200
1337
$19.2M ﹤0.01%
618,863
+85,503
1338
$19.1M ﹤0.01%
1,098,047
+108,842
1339
$19.1M ﹤0.01%
747,140
-239,616
1340
$19.1M ﹤0.01%
1,324,645
-100,999
1341
$19.1M ﹤0.01%
573,308
+25,442
1342
$19.1M ﹤0.01%
546,354
+131,244
1343
$19.1M ﹤0.01%
697,572
-121,904
1344
$19M ﹤0.01%
326,709
-28,396
1345
$19M ﹤0.01%
3,212,323
-1,702,251
1346
$19M ﹤0.01%
653,266
-58,135
1347
$18.9M ﹤0.01%
726,664
-22,809
1348
$18.8M ﹤0.01%
274,525
+19,180
1349
$18.7M ﹤0.01%
364,196
+71,822
1350
$18.7M ﹤0.01%
591,514
-692,538