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
2601
$3.25M ﹤0.01%
284,614
-130,473
2602
$3.25M ﹤0.01%
64,254
-22,132
2603
$3.25M ﹤0.01%
249,009
+37,800
2604
$3.24M ﹤0.01%
305,782
-93,159
2605
$3.23M ﹤0.01%
222,013
-33,450
2606
$3.23M ﹤0.01%
77,179
-15,138
2607
$3.23M ﹤0.01%
122,826
-74,013
2608
$3.23M ﹤0.01%
131,977
-958
2609
$3.22M ﹤0.01%
192,758
-14,827
2610
$3.21M ﹤0.01%
63,117
+16,822
2611
$3.21M ﹤0.01%
166,579
+147,928
2612
$3.21M ﹤0.01%
100,551
+3,509
2613
$3.21M ﹤0.01%
338,363
+91,639
2614
$3.2M ﹤0.01%
114,699
+55,574
2615
$3.2M ﹤0.01%
123,698
-51,504
2616
$3.2M ﹤0.01%
156,672
-45,395
2617
$3.19M ﹤0.01%
255,564
-300,874
2618
$3.19M ﹤0.01%
226,139
+53,591
2619
$3.19M ﹤0.01%
115,614
+32,548
2620
$3.19M ﹤0.01%
180,124
+23,076
2621
$3.17M ﹤0.01%
260,023
+202,295
2622
$3.17M ﹤0.01%
160,337
+54,676
2623
$3.17M ﹤0.01%
105,373
-34,883
2624
$3.17M ﹤0.01%
157,627
-66,750
2625
$3.16M ﹤0.01%
90,000
-10,000