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
1451
$16.2M ﹤0.01%
332,863
+119,202
1452
$16.2M ﹤0.01%
628,252
+8,776
1453
$16.1M ﹤0.01%
1,242,313
-413,452
1454
$16.1M ﹤0.01%
14,000,524
+2,583,103
1455
$16.1M ﹤0.01%
310,436
-11,214
1456
$16.1M ﹤0.01%
716,736
-54,302
1457
$16.1M ﹤0.01%
312,622
+3,715
1458
$16M ﹤0.01%
576,940
-27,600
1459
$16M ﹤0.01%
30,075
-34,953
1460
$16M ﹤0.01%
749,739
+571,996
1461
$16M ﹤0.01%
3,951,577
+32,073
1462
$15.9M ﹤0.01%
394,847
-61,169
1463
$15.9M ﹤0.01%
317,114
+22,452
1464
$15.9M ﹤0.01%
305,083
+38,145
1465
$15.9M ﹤0.01%
591,337
-85,120
1466
$15.8M ﹤0.01%
369,312
-1,360,992
1467
$15.8M ﹤0.01%
288,716
-99,940
1468
$15.8M ﹤0.01%
558,647
+216,110
1469
$15.8M ﹤0.01%
671,289
-383,822
1470
$15.8M ﹤0.01%
909,112
-103,290
1471
$15.8M ﹤0.01%
8,019,974
+2,076,318
1472
$15.8M ﹤0.01%
627,428
-158,695
1473
$15.8M ﹤0.01%
542,614
+73,108
1474
$15.7M ﹤0.01%
644,600
+266,892
1475
$15.7M ﹤0.01%
353,833
-34,367