Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
6,623
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
1
$6.65B 1.62%
32,338,671
+916,335
2
$4.82B 1.17%
176,858,116
+3,530,740
3
$4.26B 1.04%
50,965,416
+6,416,383
4
$4B 0.97%
26,237,012
+627,533
5
$3.83B 0.93%
67,018,020
-613,264
6
$3.58B 0.87%
64,899,438
-1,921,900
7
$3.47B 0.84%
32,099,447
-20,159
8
$3.42B 0.83%
32,110,647
-1,952,482
9
$3.21B 0.78%
39,054,438
+6,810,804
10
$3.17B 0.77%
58,695,586
+2,453,804
11
$3.11B 0.76%
31,178,320
-4,663,437
12
$3.07B 0.75%
109,228,213
+25,218,753
13
$3.03B 0.74%
51,139,959
-7,895,810
14
$3.01B 0.73%
36,517,315
-1,606,280
15
$2.93B 0.71%
33,989,690
+2,534,823
16
$2.85B 0.69%
27,848,633
-129,079
17
$2.81B 0.68%
25,695,519
+2,626,697
18
$2.78B 0.68%
33,135,742
+146,468
19
$2.7B 0.66%
55,731,545
+1,706,193
20
$2.67B 0.65%
24,420,291
+1,167,587
21
$2.67B 0.65%
12,898,925
-3,123,946
22
$2.6B 0.63%
56,015,465
+8,328,342
23
$2.56B 0.62%
31,768,008
+1,721,187
24
$2.5B 0.61%
77,378,605
+4,790,883
25
$2.49B 0.61%
27,726,882
+122,109