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
1951
$8.28M ﹤0.01%
330,825
+17,005
1952
$8.28M ﹤0.01%
72,331
+20,272
1953
$8.27M ﹤0.01%
1,421,365
-1,729,734
1954
$8.26M ﹤0.01%
746,504
+93,701
1955
$8.25M ﹤0.01%
267,407
-28,788
1956
$8.24M ﹤0.01%
134,277
+88,841
1957
$8.21M ﹤0.01%
390,247
-180,906
1958
$8.18M ﹤0.01%
220,938
+83,145
1959
$8.17M ﹤0.01%
816,909
-8,309
1960
$8.17M ﹤0.01%
353,079
+63,281
1961
$8.16M ﹤0.01%
558,173
-47,395
1962
$8.15M ﹤0.01%
756,037
-14,368
1963
$8.15M ﹤0.01%
626,225
-75,054
1964
$8.14M ﹤0.01%
120,195
+20,988
1965
$8.14M ﹤0.01%
328,521
+290,342
1966
$8.13M ﹤0.01%
546,104
+42,490
1967
$8.11M ﹤0.01%
524,373
-53
1968
$8.11M ﹤0.01%
225,932
+39,144
1969
$8.1M ﹤0.01%
220,503
-80,004
1970
$8.1M ﹤0.01%
60,100
-8,904
1971
$8.05M ﹤0.01%
810,597
-1,068,873
1972
$8.03M ﹤0.01%
579,276
-130,336
1973
$8.02M ﹤0.01%
508,776
+65,374
1974
$8.02M ﹤0.01%
266,410
+39,718
1975
$7.99M ﹤0.01%
346,670
-16,067