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
2576
$3.39M ﹤0.01%
169,631
+25,576
2577
$3.38M ﹤0.01%
68,406
-42,523
2578
$3.38M ﹤0.01%
124,218
+78,028
2579
$3.37M ﹤0.01%
648,551
-58,168
2580
$3.37M ﹤0.01%
254,104
-343,441
2581
$3.36M ﹤0.01%
238,436
-19,523
2582
$3.36M ﹤0.01%
141,978
-10,004
2583
$3.36M ﹤0.01%
85,320
+4,314
2584
$3.35M ﹤0.01%
168,050
+5,009
2585
$3.35M ﹤0.01%
35,653
-65,604
2586
$3.34M ﹤0.01%
28,915
+15,873
2587
$3.33M ﹤0.01%
62,886
+30,910
2588
$3.32M ﹤0.01%
81,546
+17,874
2589
$3.32M ﹤0.01%
36,627
-9,594
2590
$3.31M ﹤0.01%
217,038
+25,945
2591
$3.29M ﹤0.01%
239,784
-4,124,301
2592
$3.29M ﹤0.01%
133,980
-608,303
2593
$3.29M ﹤0.01%
235,870
-10,548
2594
$3.28M ﹤0.01%
220,750
-15,181
2595
$3.28M ﹤0.01%
244,406
+25,027
2596
$3.27M ﹤0.01%
162,242
+28,462
2597
$3.27M ﹤0.01%
80,940
+72,873
2598
$3.26M ﹤0.01%
59,210
-91
2599
$3.26M ﹤0.01%
109,055
+92,873
2600
$3.26M ﹤0.01%
166,988
-5,990