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
1601
$13.2M ﹤0.01%
335,063
-9,792
1602
$13.2M ﹤0.01%
415,896
+2,452
1603
$13.2M ﹤0.01%
563,999
-49,627
1604
$13.2M ﹤0.01%
221,414
-7,350
1605
$13.2M ﹤0.01%
313,416
+30,595
1606
$13.2M ﹤0.01%
579,024
-303,112
1607
$13.1M ﹤0.01%
329,096
+32,123
1608
$13.1M ﹤0.01%
634,961
+361,699
1609
$13.1M ﹤0.01%
178,696
+54,421
1610
$13.1M ﹤0.01%
216,123
+52,788
1611
$13.1M ﹤0.01%
591,138
-167,967
1612
$13M ﹤0.01%
393,009
+23,048
1613
$13M ﹤0.01%
238,772
-20,910
1614
$13M ﹤0.01%
1,728,959
+60,613
1615
$13M ﹤0.01%
464,438
-73,730
1616
$13M ﹤0.01%
353,096
+269,170
1617
$13M ﹤0.01%
924,991
+50,120
1618
$13M ﹤0.01%
537,817
+29,394
1619
$13M ﹤0.01%
287,383
+43,538
1620
$12.9M ﹤0.01%
759,521
+446,505
1621
$12.9M ﹤0.01%
153,070
-6,427
1622
$12.9M ﹤0.01%
368,652
-40,356
1623
$12.9M ﹤0.01%
515,682
-45,988
1624
$12.9M ﹤0.01%
1,085,867
+88,197
1625
$12.9M ﹤0.01%
333,148
-39,618