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
1551
$14.2M ﹤0.01%
524,068
+26,375
1552
$14.2M ﹤0.01%
664,362
+100,138
1553
$14.2M ﹤0.01%
798,458
+271,653
1554
$14.2M ﹤0.01%
405,629
+337,884
1555
$14.2M ﹤0.01%
827,021
+18,329
1556
$14.2M ﹤0.01%
439,063
-491,416
1557
$14.1M ﹤0.01%
155,775
-63,643
1558
$14.1M ﹤0.01%
227,881
+47,076
1559
$14.1M ﹤0.01%
592,350
-96,411
1560
$14.1M ﹤0.01%
307,817
+5,500
1561
$14.1M ﹤0.01%
302,208
-236,243
1562
$14.1M ﹤0.01%
234,966
-165,609
1563
$14M ﹤0.01%
229,890
-7,383
1564
$14M ﹤0.01%
257,677
+88,762
1565
$14M ﹤0.01%
260,175
-3,703
1566
$14M ﹤0.01%
400,174
-42,987
1567
$14M ﹤0.01%
232,479
-49,273
1568
$14M ﹤0.01%
443,802
+66,893
1569
$14M ﹤0.01%
389,387
+63,201
1570
$13.9M ﹤0.01%
440,013
+18,406
1571
$13.9M ﹤0.01%
1,259,840
+315,440
1572
$13.9M ﹤0.01%
610,410
-98,139
1573
$13.9M ﹤0.01%
478,638
+28,274
1574
$13.9M ﹤0.01%
553,734
+449,431
1575
$13.8M ﹤0.01%
4,246,346
+702,215