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
1801
$10.1M ﹤0.01%
619,631
+19,548
1802
$10.1M ﹤0.01%
2,406,790
-435,589
1803
$10.1M ﹤0.01%
477,064
+183,884
1804
$10M ﹤0.01%
163,023
-23,852
1805
$9.99M ﹤0.01%
568,979
-3,045
1806
$9.97M ﹤0.01%
458,918
-39,548
1807
$9.97M ﹤0.01%
133,611
-9,113
1808
$9.95M ﹤0.01%
184,769
-48,615
1809
$9.94M ﹤0.01%
262,261
-7,998
1810
$9.9M ﹤0.01%
190,715
+113,397
1811
$9.89M ﹤0.01%
344,289
-7,532
1812
$9.89M ﹤0.01%
398,904
-46,412
1813
$9.87M ﹤0.01%
192,401
+3,755
1814
$9.86M ﹤0.01%
226,316
-27,585
1815
$9.86M ﹤0.01%
205,430
+29,396
1816
$9.85M ﹤0.01%
420,389
+381,634
1817
$9.85M ﹤0.01%
415,483
+382,547
1818
$9.84M ﹤0.01%
158,053
-1,837
1819
$9.84M ﹤0.01%
1,407,927
+90,789
1820
$9.83M ﹤0.01%
1,090,881
+413,880
1821
$9.82M ﹤0.01%
382,161
+7,242
1822
$9.77M ﹤0.01%
268,960
-40,292
1823
$9.76M ﹤0.01%
290,360
+44,238
1824
$9.74M ﹤0.01%
431,836
-58,350
1825
$9.73M ﹤0.01%
78,583
+2,907