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
1826
$9.73M ﹤0.01%
584,419
+53,300
1827
$9.73M ﹤0.01%
195,774
-5,901
1828
$9.72M ﹤0.01%
380,955
+6,305
1829
$9.7M ﹤0.01%
296,076
-34,105
1830
$9.68M ﹤0.01%
288,251
+11,183
1831
$9.67M ﹤0.01%
106,469
+45,465
1832
$9.65M ﹤0.01%
610,616
+220,950
1833
$9.62M ﹤0.01%
251,147
+88,930
1834
$9.61M ﹤0.01%
327,032
+28,672
1835
$9.6M ﹤0.01%
535,788
+75,958
1836
$9.59M ﹤0.01%
731,313
-144,354
1837
$9.59M ﹤0.01%
270,660
-6,666
1838
$9.58M ﹤0.01%
37,621
-883
1839
$9.56M ﹤0.01%
196,736
-16,440
1840
$9.56M ﹤0.01%
106,192
+205
1841
$9.53M ﹤0.01%
780,098
+76,559
1842
$9.53M ﹤0.01%
347,667
+12,066
1843
$9.52M ﹤0.01%
143,826
+68,787
1844
$9.51M ﹤0.01%
225,073
+4,095
1845
$9.51M ﹤0.01%
592,970
+392,313
1846
$9.47M ﹤0.01%
784,807
-282,010
1847
$9.44M ﹤0.01%
159,318
-133,193
1848
$9.43M ﹤0.01%
391,759
-17,652
1849
$9.4M ﹤0.01%
164,729
+84,637
1850
$9.39M ﹤0.01%
284,629
+67,700