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
1376
$17.9M ﹤0.01%
195,131
-29,330
1377
$17.9M ﹤0.01%
1,258,568
+121,765
1378
$17.9M ﹤0.01%
585,540
-105,350
1379
$17.9M ﹤0.01%
369,103
+104,820
1380
$17.8M ﹤0.01%
133,433
+21,740
1381
$17.8M ﹤0.01%
354,326
+84,808
1382
$17.8M ﹤0.01%
958,725
+230,499
1383
$17.8M ﹤0.01%
823,357
-36,033
1384
$17.8M ﹤0.01%
216,680
+5,426
1385
$17.8M ﹤0.01%
330,317
+18,854
1386
$17.7M ﹤0.01%
422,716
-201,996
1387
$17.7M ﹤0.01%
305,438
-14,186
1388
$17.7M ﹤0.01%
1,102,211
+562,882
1389
$17.6M ﹤0.01%
504,677
+15,017
1390
$17.6M ﹤0.01%
554,812
+1,648
1391
$17.6M ﹤0.01%
324,325
+13,072
1392
$17.6M ﹤0.01%
413,809
-13,539
1393
$17.6M ﹤0.01%
694,213
+16,966
1394
$17.6M ﹤0.01%
4,454,224
+587,872
1395
$17.6M ﹤0.01%
400,833
+181,948
1396
$17.5M ﹤0.01%
454,462
+59,885
1397
$17.5M ﹤0.01%
906,826
-27,218
1398
$17.5M ﹤0.01%
581,573
-80,437
1399
$17.5M ﹤0.01%
425,383
+212,652
1400
$17.5M ﹤0.01%
451,853
-26,868