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
1651
$12.5M ﹤0.01%
788,294
-46,959
1652
$12.5M ﹤0.01%
1,227,394
+110,692
1653
$12.5M ﹤0.01%
1,267,204
+66,244
1654
$12.4M ﹤0.01%
264,528
-61,416
1655
$12.4M ﹤0.01%
1,181,159
-185,820
1656
$12.4M ﹤0.01%
414,923
+13,924
1657
$12.3M ﹤0.01%
253,145
+127,723
1658
$12.3M ﹤0.01%
493,289
+363,904
1659
$12.3M ﹤0.01%
225,753
+14,777
1660
$12.3M ﹤0.01%
298,683
-103,311
1661
$12.3M ﹤0.01%
927,378
+130,967
1662
$12.2M ﹤0.01%
248,228
+7,886
1663
$12.2M ﹤0.01%
376,259
+72,798
1664
$12.1M ﹤0.01%
359,996
-29,234
1665
$12.1M ﹤0.01%
1,244,053
+81,680
1666
$12.1M ﹤0.01%
391,738
+27,222
1667
$12.1M ﹤0.01%
405,251
+26,706
1668
$12.1M ﹤0.01%
904,836
+255,722
1669
$12.1M ﹤0.01%
353,373
-166,322
1670
$12.1M ﹤0.01%
314,430
+45,254
1671
$12.1M ﹤0.01%
378,083
+44,829
1672
$12M ﹤0.01%
387,260
+125,629
1673
$12M ﹤0.01%
173,398
+73,256
1674
$12M ﹤0.01%
580,536
+291,232
1675
$12M ﹤0.01%
448,448
+46,213