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
1676
$12M ﹤0.01%
1,190,101
-303,173
1677
$12M ﹤0.01%
220,729
+14,876
1678
$11.9M ﹤0.01%
484,861
+131,004
1679
$11.9M ﹤0.01%
649,623
-610,740
1680
$11.9M ﹤0.01%
64,447
-3,789
1681
$11.9M ﹤0.01%
747,810
-162,484
1682
$11.9M ﹤0.01%
730,217
-106,808
1683
$11.9M ﹤0.01%
167,539
-67,537
1684
$11.9M ﹤0.01%
3,490,640
+852,022
1685
$11.9M ﹤0.01%
603,175
-90,711
1686
$11.8M ﹤0.01%
9,807
-4,965
1687
$11.8M ﹤0.01%
105,943
-28,035
1688
$11.8M ﹤0.01%
762,581
-14,763
1689
$11.8M ﹤0.01%
513,114
-49,475
1690
$11.7M ﹤0.01%
227,800
-132,137
1691
$11.7M ﹤0.01%
708,017
-228,410
1692
$11.7M ﹤0.01%
594,644
+114,527
1693
$11.7M ﹤0.01%
263,002
+115,212
1694
$11.7M ﹤0.01%
363,187
-152,652
1695
$11.7M ﹤0.01%
252,424
+103,076
1696
$11.7M ﹤0.01%
468,260
+320,075
1697
$11.7M ﹤0.01%
130,926
-48,809
1698
$11.6M ﹤0.01%
230,848
+42,444
1699
$11.6M ﹤0.01%
238,233
+31,674
1700
$11.5M ﹤0.01%
420,062
-6,634