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
1626
$12.9M ﹤0.01%
376,102
+15,587
1627
$12.9M ﹤0.01%
308,023
-2,468
1628
$12.8M ﹤0.01%
177,406
-17,532
1629
$12.8M ﹤0.01%
424,774
+38,765
1630
$12.8M ﹤0.01%
508,772
-699,998
1631
$12.8M ﹤0.01%
189,069
-48,180
1632
$12.8M ﹤0.01%
295,728
+2,892
1633
$12.8M ﹤0.01%
475,510
+10,394
1634
$12.7M ﹤0.01%
270,008
+208,596
1635
$12.7M ﹤0.01%
226,390
+79,155
1636
$12.7M ﹤0.01%
496,668
+217,487
1637
$12.7M ﹤0.01%
233,059
+21,255
1638
$12.7M ﹤0.01%
258,443
+41,051
1639
$12.7M ﹤0.01%
513,455
+118,563
1640
$12.7M ﹤0.01%
496,427
-17,661
1641
$12.6M ﹤0.01%
401,784
+148,615
1642
$12.6M ﹤0.01%
228,380
-4,012
1643
$12.6M ﹤0.01%
383,022
+45,822
1644
$12.6M ﹤0.01%
830,260
+386,060
1645
$12.6M ﹤0.01%
303,562
-290,879
1646
$12.5M ﹤0.01%
686,430
-601,094
1647
$12.5M ﹤0.01%
592,427
+141,519
1648
$12.5M ﹤0.01%
238,739
+20,237
1649
$12.5M ﹤0.01%
486,635
+167,292
1650
$12.5M ﹤0.01%
566,662
+197,616