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
1901
$8.85M ﹤0.01%
632,085
+120,043
1902
$8.85M ﹤0.01%
738,216
+302,260
1903
$8.82M ﹤0.01%
115,619
+32,717
1904
$8.81M ﹤0.01%
170,636
-3,035
1905
$8.81M ﹤0.01%
424,742
-283,694
1906
$8.79M ﹤0.01%
339,785
+48,287
1907
$8.78M ﹤0.01%
326,274
-59,859
1908
$8.77M ﹤0.01%
333,179
+111,609
1909
$8.77M ﹤0.01%
486,439
-246,065
1910
$8.77M ﹤0.01%
885,817
-138,154
1911
$8.76M ﹤0.01%
698,646
+175,588
1912
$8.75M ﹤0.01%
592,221
-10,334
1913
$8.74M ﹤0.01%
378,323
-9,042
1914
$8.74M ﹤0.01%
370,654
+8,373
1915
$8.73M ﹤0.01%
380,185
+21,530
1916
$8.69M ﹤0.01%
471,980
-19,210
1917
$8.66M ﹤0.01%
142,278
+99,553
1918
$8.66M ﹤0.01%
567,956
+17,237
1919
$8.63M ﹤0.01%
402,562
-315,575
1920
$8.63M ﹤0.01%
281,673
+13,410
1921
$8.63M ﹤0.01%
274,754
-51,207
1922
$8.61M ﹤0.01%
912,263
-83,420
1923
$8.61M ﹤0.01%
521,280
+147,610
1924
$8.6M ﹤0.01%
243,537
-73,725
1925
$8.6M ﹤0.01%
230,897
+34,746