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
1701
$11.5M ﹤0.01%
387,096
+37,269
1702
$11.5M ﹤0.01%
174,594
+3,967
1703
$11.5M ﹤0.01%
223,676
-188,933
1704
$11.5M ﹤0.01%
130,499
-11,713
1705
$11.4M ﹤0.01%
420,322
+362,985
1706
$11.4M ﹤0.01%
203,001
+26,813
1707
$11.4M ﹤0.01%
1,100,870
+165,817
1708
$11.4M ﹤0.01%
870,689
-60,905
1709
$11.4M ﹤0.01%
149,868
+18,789
1710
$11.4M ﹤0.01%
397,131
+7,756
1711
$11.4M ﹤0.01%
106,450
-7,592
1712
$11.3M ﹤0.01%
809,836
+60,927
1713
$11.3M ﹤0.01%
846,763
-133,380
1714
$11.3M ﹤0.01%
260,217
+950
1715
$11.3M ﹤0.01%
941,133
-60,789
1716
$11.3M ﹤0.01%
87,480
-2,506
1717
$11.2M ﹤0.01%
3,300,840
+1,287,680
1718
$11.2M ﹤0.01%
199,128
+4,422
1719
$11.2M ﹤0.01%
607,483
-713,051
1720
$11.2M ﹤0.01%
334,228
+15,714
1721
$11.2M ﹤0.01%
75,792
-8,339
1722
$11.2M ﹤0.01%
450,014
+350,231
1723
$11.2M ﹤0.01%
411,588
-45,974
1724
$11.2M ﹤0.01%
435,595
+104,968
1725
$11.2M ﹤0.01%
90,591
+10,716