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
2501
$3.74M ﹤0.01%
66,374
+12,398
2502
$3.74M ﹤0.01%
13,281
-10,250
2503
$3.73M ﹤0.01%
144,542
-162,848
2504
$3.72M ﹤0.01%
449,346
+321,684
2505
$3.72M ﹤0.01%
167,280
-167,804
2506
$3.72M ﹤0.01%
154,180
+4,715
2507
$3.71M ﹤0.01%
193,092
+133,830
2508
$3.71M ﹤0.01%
261,818
-26,854
2509
$3.69M ﹤0.01%
627,323
+104,922
2510
$3.69M ﹤0.01%
177,667
+20,136
2511
$3.69M ﹤0.01%
84,829
-14,369
2512
$3.69M ﹤0.01%
271,911
+140,099
2513
$3.68M ﹤0.01%
104,126
+24,225
2514
$3.68M ﹤0.01%
276,301
+9,014
2515
$3.68M ﹤0.01%
171,802
+6,264
2516
$3.67M ﹤0.01%
196,945
+1,942
2517
$3.67M ﹤0.01%
264,653
-283,904
2518
$3.66M ﹤0.01%
281,648
+8,939
2519
$3.66M ﹤0.01%
179,674
-41,417
2520
$3.66M ﹤0.01%
87,833
+15,684
2521
$3.66M ﹤0.01%
97,271
+6,201
2522
$3.65M ﹤0.01%
127,971
-11,168
2523
$3.63M ﹤0.01%
104,543
-30,391
2524
$3.62M ﹤0.01%
32,545
-117,056
2525
$3.62M ﹤0.01%
180,927
+17,450