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
1726
$11.1M ﹤0.01%
293,652
-60,468
1727
$11.1M ﹤0.01%
370,626
+9,472
1728
$11.1M ﹤0.01%
213,513
-123,599
1729
$11.1M ﹤0.01%
336,130
-196,211
1730
$11.1M ﹤0.01%
366,574
-12,539
1731
$11.1M ﹤0.01%
653,709
-302,909
1732
$11.1M ﹤0.01%
545,380
-144,442
1733
$11.1M ﹤0.01%
103,210
+23,826
1734
$11M ﹤0.01%
436,554
-76,980
1735
$11M ﹤0.01%
461,268
+63,732
1736
$11M ﹤0.01%
1,233,774
+764,101
1737
$11M ﹤0.01%
748,028
-116,722
1738
$10.9M ﹤0.01%
20,535
+3,620
1739
$10.9M ﹤0.01%
159,478
-7,747
1740
$10.9M ﹤0.01%
577,459
-60,122
1741
$10.9M ﹤0.01%
299,439
+71,302
1742
$10.9M ﹤0.01%
1,259,731
+461,040
1743
$10.9M ﹤0.01%
365,320
+7,432
1744
$10.9M ﹤0.01%
598,403
-61,143
1745
$10.9M ﹤0.01%
222,196
+13,550
1746
$10.8M ﹤0.01%
316,945
+840
1747
$10.8M ﹤0.01%
489,788
+238,145
1748
$10.8M ﹤0.01%
432,275
+93,343
1749
$10.8M ﹤0.01%
400,866
-48,913
1750
$10.8M ﹤0.01%
642,911
+46,871