Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
6,623
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
151
$611M 0.15%
11,752,682
-443,287
152
$606M 0.15%
14,935,526
+2,295,817
153
$599M 0.15%
5,131,234
-648,350
154
$596M 0.15%
11,293,380
+472,955
155
$593M 0.14%
6,821,670
+1,266,864
156
$592M 0.14%
32,441,160
-3,065,055
157
$591M 0.14%
8,567,339
-780,017
158
$590M 0.14%
4,646,015
-1,032,796
159
$588M 0.14%
5,275,000
-94,113
160
$585M 0.14%
14,945,885
+2,021,173
161
$585M 0.14%
38,666,624
+18,766,706
162
$577M 0.14%
6,149,951
-590,225
163
$576M 0.14%
11,884,444
+268,019
164
$574M 0.14%
4,878,993
+1,952,553
165
$572M 0.14%
19,727,036
-1,388,112
166
$563M 0.14%
8,894,984
+216,523
167
$562M 0.14%
6,744,821
+390,478
168
$559M 0.14%
5,028,188
-225,910
169
$552M 0.13%
10,214,873
-10,640,575
170
$549M 0.13%
2,090,710
-378,999
171
$543M 0.13%
3,160,950
+2,848,107
172
$537M 0.13%
9,359,995
+458,010
173
$535M 0.13%
3,951,321
-145,755
174
$533M 0.13%
7,261,340
+5,733,781
175
$520M 0.13%
5,503,508
-1,037,600