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
1751
$10.8M ﹤0.01%
446,225
-263,030
1752
$10.8M ﹤0.01%
569,851
-56,727
1753
$10.8M ﹤0.01%
869,104
+106,730
1754
$10.8M ﹤0.01%
309,802
+156,119
1755
$10.7M ﹤0.01%
381,301
-32,890
1756
$10.7M ﹤0.01%
918,321
+334,117
1757
$10.7M ﹤0.01%
982,745
-404,564
1758
$10.7M ﹤0.01%
178,903
-118,478
1759
$10.6M ﹤0.01%
97,435
+24,973
1760
$10.6M ﹤0.01%
1,409,541
+200,985
1761
$10.6M ﹤0.01%
262,988
+148,384
1762
$10.6M ﹤0.01%
316,771
-83,840
1763
$10.6M ﹤0.01%
863,548
+395,576
1764
$10.6M ﹤0.01%
273,396
+30,756
1765
$10.6M ﹤0.01%
196,375
-21,003
1766
$10.6M ﹤0.01%
275,667
-84,303
1767
$10.6M ﹤0.01%
287,945
-38,215
1768
$10.5M ﹤0.01%
1,423,031
+143,303
1769
$10.5M ﹤0.01%
671,087
-792,224
1770
$10.5M ﹤0.01%
795,596
+187,973
1771
$10.5M ﹤0.01%
178,652
-23,129
1772
$10.5M ﹤0.01%
329,457
+24,269
1773
$10.5M ﹤0.01%
155,105
+43,814
1774
$10.5M ﹤0.01%
169,805
-35,040
1775
$10.4M ﹤0.01%
297,237
-71,060