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
1351
$18.7M ﹤0.01%
385,413
+76,702
1352
$18.6M ﹤0.01%
292,286
+5,209
1353
$18.6M ﹤0.01%
474,638
-1,542
1354
$18.6M ﹤0.01%
1,162,246
+47,087
1355
$18.5M ﹤0.01%
162,821
-17,320
1356
$18.5M ﹤0.01%
473,173
-204,322
1357
$18.5M ﹤0.01%
258,738
+13,680
1358
$18.5M ﹤0.01%
298,851
-43,157
1359
$18.5M ﹤0.01%
599,013
+267,913
1360
$18.5M ﹤0.01%
1,053,404
+26,211
1361
$18.5M ﹤0.01%
285,376
-2,377
1362
$18.4M ﹤0.01%
853,073
+39,140
1363
$18.4M ﹤0.01%
342,708
+77,186
1364
$18.3M ﹤0.01%
870,906
-52,184
1365
$18.3M ﹤0.01%
773,891
+285,322
1366
$18.3M ﹤0.01%
1,135,028
-91,655
1367
$18.3M ﹤0.01%
479,680
+116,823
1368
$18.3M ﹤0.01%
2,389,058
-5,567
1369
$18.2M ﹤0.01%
567,524
-61,082
1370
$18.2M ﹤0.01%
1,443,927
-364,060
1371
$18.1M ﹤0.01%
348,739
+58,664
1372
$18.1M ﹤0.01%
620,265
-39,542
1373
$18.1M ﹤0.01%
542,937
-283,829
1374
$18M ﹤0.01%
742,162
+21,595
1375
$17.9M ﹤0.01%
883,659
-70,888