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
1926
$8.6M ﹤0.01%
224,544
-59,953
1927
$8.56M ﹤0.01%
184,922
-88,338
1928
$8.56M ﹤0.01%
294,237
-18,234
1929
$8.55M ﹤0.01%
245,673
+44,193
1930
$8.55M ﹤0.01%
221,992
-143,060
1931
$8.54M ﹤0.01%
180,392
+23,179
1932
$8.54M ﹤0.01%
222,391
-177,359
1933
$8.53M ﹤0.01%
894,080
-203,647
1934
$8.52M ﹤0.01%
25,983
-7,260
1935
$8.51M ﹤0.01%
1,814,115
+219,813
1936
$8.51M ﹤0.01%
160,208
+39,747
1937
$8.48M ﹤0.01%
494,661
-683,907
1938
$8.48M ﹤0.01%
362,567
+141,885
1939
$8.44M ﹤0.01%
51,663
-3,029
1940
$8.44M ﹤0.01%
390,963
-293,569
1941
$8.43M ﹤0.01%
192,045
+23,238
1942
$8.4M ﹤0.01%
156,903
+13,430
1943
$8.38M ﹤0.01%
133,928
+20,319
1944
$8.38M ﹤0.01%
233,323
-51,485
1945
$8.37M ﹤0.01%
1,161,437
+10,370
1946
$8.37M ﹤0.01%
498,226
-32,767
1947
$8.36M ﹤0.01%
274,950
+17,785
1948
$8.35M ﹤0.01%
234,034
+151,971
1949
$8.34M ﹤0.01%
545,110
+19,492
1950
$8.32M ﹤0.01%
459,640
-35,703