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
1476
$15.7M ﹤0.01%
1,424,586
-268,779
1477
$15.7M ﹤0.01%
155,850
+25,630
1478
$15.7M ﹤0.01%
318,683
-9,720
1479
$15.7M ﹤0.01%
1,476,598
-212,761
1480
$15.7M ﹤0.01%
718,531
+389,646
1481
$15.7M ﹤0.01%
1,219,529
-349,801
1482
$15.7M ﹤0.01%
1,466,806
-14,616
1483
$15.6M ﹤0.01%
646,102
+211,666
1484
$15.6M ﹤0.01%
467,886
-35,770
1485
$15.6M ﹤0.01%
778,377
-98,518
1486
$15.6M ﹤0.01%
899,718
+14,139
1487
$15.6M ﹤0.01%
675,378
-49,634
1488
$15.6M ﹤0.01%
1,075,616
+13,448
1489
$15.5M ﹤0.01%
624,519
-17,260
1490
$15.5M ﹤0.01%
463,483
-210,063
1491
$15.5M ﹤0.01%
877,320
-153,096
1492
$15.4M ﹤0.01%
1,498,243
-941,319
1493
$15.4M ﹤0.01%
468,066
-220,902
1494
$15.4M ﹤0.01%
613,064
-122,500
1495
$15.4M ﹤0.01%
310,833
-2,173
1496
$15.4M ﹤0.01%
607,398
+34,613
1497
$15.4M ﹤0.01%
867,178
+85,633
1498
$15.3M ﹤0.01%
415,995
-217,555
1499
$15.3M ﹤0.01%
624,186
-302,416
1500
$15.3M ﹤0.01%
664,449
-63,782