Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
6,623
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
126
$750M 0.18%
6,730,388
-376,960
127
$747M 0.18%
6,844,326
-3,942,207
128
$736M 0.18%
4,910,663
+206,248
129
$724M 0.18%
25,566,478
+1,520,258
130
$721M 0.18%
53,384,327
+16,663,248
131
$718M 0.17%
12,765,074
-60,828
132
$716M 0.17%
4,559,209
+168,043
133
$714M 0.17%
6,183,119
+116,572
134
$709M 0.17%
11,195,812
+4,337,047
135
$709M 0.17%
6,909,737
+355,901
136
$707M 0.17%
6,910,933
-205,136
137
$703M 0.17%
21,997,355
+2,663,333
138
$698M 0.17%
13,138,168
-453,614
139
$698M 0.17%
22,212,299
+1,383,186
140
$697M 0.17%
11,840,657
+171,811
141
$679M 0.17%
8,475,821
+392,381
142
$675M 0.16%
4,147,816
-21,987
143
$670M 0.16%
14,461,333
+8,826,093
144
$666M 0.16%
15,924,383
-1,553,424
145
$654M 0.16%
8,168,880
+362,111
146
$637M 0.15%
9,582,226
+3,359,412
147
$632M 0.15%
8,560,877
-146,709
148
$628M 0.15%
3,025,025
-170,674
149
$620M 0.15%
1,563,695
+69,212
150
$618M 0.15%
5,596,674
+3,071,063
4 5
6
7 8