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
1526
$14.7M ﹤0.01%
232,223
-63,955
1527
$14.7M ﹤0.01%
437,879
-88,743
1528
$14.7M ﹤0.01%
202,810
+3,315
1529
$14.6M ﹤0.01%
1,070,360
+447,593
1530
$14.6M ﹤0.01%
484,838
+4,267
1531
$14.6M ﹤0.01%
1,404,098
+438,174
1532
$14.6M ﹤0.01%
653,457
+53,234
1533
$14.6M ﹤0.01%
645,669
+47,755
1534
$14.5M ﹤0.01%
1,456,980
-82,350
1535
$14.5M ﹤0.01%
675,413
-19,914
1536
$14.5M ﹤0.01%
456,968
+44,870
1537
$14.5M ﹤0.01%
1,404,976
-39,010
1538
$14.5M ﹤0.01%
1,089,631
+123,986
1539
$14.5M ﹤0.01%
906,077
-104,797
1540
$14.5M ﹤0.01%
852,142
-145,937
1541
$14.4M ﹤0.01%
230,272
-90,219
1542
$14.4M ﹤0.01%
855,382
-214,326
1543
$14.4M ﹤0.01%
729,791
+70,148
1544
$14.4M ﹤0.01%
53,488
+5,296
1545
$14.4M ﹤0.01%
291,257
-91,782
1546
$14.4M ﹤0.01%
622,959
+72,561
1547
$14.4M ﹤0.01%
908,475
-15,368
1548
$14.4M ﹤0.01%
881,511
+69,464
1549
$14.3M ﹤0.01%
224,734
+89,149
1550
$14.3M ﹤0.01%
575,505
-39,975