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
1501
$15.3M ﹤0.01%
301,906
-28,643
1502
$15.2M ﹤0.01%
723,198
+123,154
1503
$15.2M ﹤0.01%
978,783
+6,944
1504
$15.2M ﹤0.01%
892,111
+61,945
1505
$15.1M ﹤0.01%
316,938
+50,626
1506
$15.1M ﹤0.01%
601,118
+275,179
1507
$15.1M ﹤0.01%
1,109,062
-220,661
1508
$15M ﹤0.01%
6,277
-803
1509
$15M ﹤0.01%
155,489
+116,519
1510
$15M ﹤0.01%
392,270
-63,952
1511
$14.9M ﹤0.01%
336,921
+118,569
1512
$14.9M ﹤0.01%
298,169
-260,732
1513
$14.9M ﹤0.01%
489,969
-155,048
1514
$14.9M ﹤0.01%
519,250
+85,153
1515
$14.9M ﹤0.01%
2,251,796
+208,009
1516
$14.8M ﹤0.01%
587,701
-694,158
1517
$14.8M ﹤0.01%
207,829
+1,862
1518
$14.8M ﹤0.01%
402,746
-26,167
1519
$14.8M ﹤0.01%
930,982
-48,076
1520
$14.8M ﹤0.01%
222,320
-71,863
1521
$14.8M ﹤0.01%
109,098
-4,133
1522
$14.8M ﹤0.01%
112,048
+22,798
1523
$14.8M ﹤0.01%
428,817
-337,614
1524
$14.7M ﹤0.01%
1,024,444
+300,138
1525
$14.7M ﹤0.01%
1,420,345
+699,550