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
1576
$13.8M ﹤0.01%
1,016,227
+35,597
1577
$13.8M ﹤0.01%
489,467
+300,625
1578
$13.8M ﹤0.01%
1,030,151
-3,892
1579
$13.8M ﹤0.01%
156,472
-4,285
1580
$13.8M ﹤0.01%
471,946
-51,307
1581
$13.8M ﹤0.01%
286,897
-267,039
1582
$13.7M ﹤0.01%
758,142
-394,926
1583
$13.7M ﹤0.01%
833,845
+8,852
1584
$13.7M ﹤0.01%
338,263
+13,518
1585
$13.6M ﹤0.01%
618,451
-140,074
1586
$13.6M ﹤0.01%
428,585
+53,357
1587
$13.6M ﹤0.01%
698,970
+41,174
1588
$13.6M ﹤0.01%
518,885
+55,787
1589
$13.5M ﹤0.01%
733,116
-2,351
1590
$13.5M ﹤0.01%
195,139
+2,627
1591
$13.5M ﹤0.01%
230,035
-152,635
1592
$13.4M ﹤0.01%
240,750
+19,265
1593
$13.4M ﹤0.01%
212,540
+18,715
1594
$13.4M ﹤0.01%
693,985
-135,988
1595
$13.4M ﹤0.01%
591,416
+26,515
1596
$13.4M ﹤0.01%
524,085
-268,768
1597
$13.3M ﹤0.01%
661,082
+74,574
1598
$13.3M ﹤0.01%
2,327,176
-724
1599
$13.2M ﹤0.01%
754,701
-175,095
1600
$13.2M ﹤0.01%
588,171
+219,463