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
1876
$9.06M ﹤0.01%
173,134
-20,758
1877
$9.03M ﹤0.01%
261,275
+79,689
1878
$9.03M ﹤0.01%
162,623
+64,421
1879
$9.02M ﹤0.01%
827,804
-43,651
1880
$9.02M ﹤0.01%
574,598
+187,278
1881
$9.01M ﹤0.01%
1,083,295
-36,267
1882
$9.01M ﹤0.01%
344,408
+8,140
1883
$9M ﹤0.01%
298,204
-8,580
1884
$8.99M ﹤0.01%
599,058
-262,778
1885
$8.98M ﹤0.01%
683,347
-205,828
1886
$8.98M ﹤0.01%
518,325
-3,695
1887
$8.97M ﹤0.01%
136,893
+34,607
1888
$8.96M ﹤0.01%
317,534
-1,045
1889
$8.96M ﹤0.01%
1,051,773
+66,394
1890
$8.96M ﹤0.01%
245,984
-24,202
1891
$8.96M ﹤0.01%
360,124
-183,777
1892
$8.94M ﹤0.01%
139,246
+13,595
1893
$8.92M ﹤0.01%
632,363
-79,226
1894
$8.91M ﹤0.01%
435,841
-1,078,639
1895
$8.89M ﹤0.01%
143,453
+7,620
1896
$8.88M ﹤0.01%
143,130
+3,655
1897
$8.87M ﹤0.01%
321,028
+66,539
1898
$8.87M ﹤0.01%
679,195
-138,616
1899
$8.87M ﹤0.01%
124,917
+8,676
1900
$8.87M ﹤0.01%
156,648
+17,817