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
2476
$3.86M ﹤0.01%
41,670
+10,802
2477
$3.85M ﹤0.01%
69,130
+9,051
2478
$3.84M ﹤0.01%
145,184
-48,514
2479
$3.84M ﹤0.01%
162,992
+49,088
2480
$3.83M ﹤0.01%
496,298
-101,238
2481
$3.83M ﹤0.01%
383,934
+1,755
2482
$3.83M ﹤0.01%
115,438
+11,477
2483
$3.82M ﹤0.01%
261,311
-32,151
2484
$3.82M ﹤0.01%
90,475
-193,160
2485
$3.82M ﹤0.01%
182,306
-20,714
2486
$3.81M ﹤0.01%
99,315
-130,916
2487
$3.81M ﹤0.01%
55,138
+3,265
2488
$3.81M ﹤0.01%
401,237
-116,627
2489
$3.81M ﹤0.01%
114,332
+43,176
2490
$3.81M ﹤0.01%
182,804
-83,858
2491
$3.8M ﹤0.01%
139,018
-52,898
2492
$3.8M ﹤0.01%
101,567
-22,837
2493
$3.78M ﹤0.01%
38,695
+6,657
2494
$3.77M ﹤0.01%
211,959
+9,645
2495
$3.77M ﹤0.01%
70,992
-4,420
2496
$3.77M ﹤0.01%
268,642
-33,351
2497
$3.76M ﹤0.01%
141,098
+14,687
2498
$3.75M ﹤0.01%
186,905
+17,985
2499
$3.75M ﹤0.01%
116,543
-185,761
2500
$3.75M ﹤0.01%
17,016
+3,257