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
1401
$17.4M ﹤0.01%
1,073,719
+533,723
1402
$17.4M ﹤0.01%
295,511
-36,807
1403
$17.4M ﹤0.01%
625,063
+409,842
1404
$17.4M ﹤0.01%
591,512
+43,147
1405
$17.4M ﹤0.01%
475,053
+27,419
1406
$17.4M ﹤0.01%
970,005
+109,508
1407
$17.4M ﹤0.01%
626,168
-153,889
1408
$17.3M ﹤0.01%
701,901
+173,722
1409
$17.3M ﹤0.01%
294,973
-209,207
1410
$17.2M ﹤0.01%
518,077
+199,006
1411
$17.2M ﹤0.01%
1,221,413
-462,937
1412
$17.1M ﹤0.01%
662,481
+395,051
1413
$17.1M ﹤0.01%
373,694
-131,506
1414
$17.1M ﹤0.01%
2,692,716
+571,165
1415
$17.1M ﹤0.01%
372,785
-86,605
1416
$17.1M ﹤0.01%
126,484
+20,832
1417
$17.1M ﹤0.01%
446,241
-33,584
1418
$17.1M ﹤0.01%
175,424
-26,701
1419
$17M ﹤0.01%
673,405
+278,452
1420
$17M ﹤0.01%
918,707
-20,263
1421
$17M ﹤0.01%
392,276
-91,151
1422
$16.9M ﹤0.01%
381,387
+73,979
1423
$16.9M ﹤0.01%
649,993
+20,928
1424
$16.9M ﹤0.01%
1,231,576
+40,172
1425
$16.8M ﹤0.01%
1,111,631
-902,661