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
1426
$16.8M ﹤0.01%
904,568
+50,053
1427
$16.8M ﹤0.01%
519,668
+44,406
1428
$16.7M ﹤0.01%
1,136,988
-7,471
1429
$16.7M ﹤0.01%
303,446
-28,730
1430
$16.7M ﹤0.01%
195,272
-37,267
1431
$16.7M ﹤0.01%
209,223
-10,143
1432
$16.6M ﹤0.01%
1,916,578
+720,623
1433
$16.6M ﹤0.01%
183,951
+28,240
1434
$16.6M ﹤0.01%
222,644
+18,313
1435
$16.6M ﹤0.01%
666,828
+33,484
1436
$16.6M ﹤0.01%
400,470
-103,967
1437
$16.5M ﹤0.01%
358,954
+186,873
1438
$16.5M ﹤0.01%
662,949
+282,754
1439
$16.5M ﹤0.01%
647,060
+570
1440
$16.4M ﹤0.01%
193,632
+7,187
1441
$16.4M ﹤0.01%
641,106
+182,091
1442
$16.4M ﹤0.01%
699,962
+30,535
1443
$16.4M ﹤0.01%
1,036,309
+129,490
1444
$16.4M ﹤0.01%
820,328
-170,422
1445
$16.4M ﹤0.01%
172,920
+21,923
1446
$16.4M ﹤0.01%
1,521,861
+84,732
1447
$16.4M ﹤0.01%
205,430
-29,719
1448
$16.3M ﹤0.01%
294,569
+57,933
1449
$16.3M ﹤0.01%
2,128,980
+56,226
1450
$16.3M ﹤0.01%
305,248
+5,506