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
2626
$3.15M ﹤0.01%
105,980
-16,534
2627
$3.15M ﹤0.01%
146,904
+5,082
2628
$3.14M ﹤0.01%
114,742
-42,641
2629
$3.14M ﹤0.01%
426,635
-162,142
2630
$3.13M ﹤0.01%
63,582
-13,299
2631
$3.12M ﹤0.01%
294,147
-50,276
2632
$3.11M ﹤0.01%
90,092
-169,998
2633
$3.11M ﹤0.01%
279,225
-101
2634
$3.11M ﹤0.01%
79,349
+11,401
2635
$3.11M ﹤0.01%
340,623
+242
2636
$3.1M ﹤0.01%
485,750
-120,020
2637
$3.1M ﹤0.01%
117,073
-161,866
2638
$3.09M ﹤0.01%
160,984
+25,759
2639
$3.09M ﹤0.01%
90,129
-29,175
2640
$3.08M ﹤0.01%
172,455
+24,841
2641
$3.08M ﹤0.01%
165,156
-11,519
2642
$3.07M ﹤0.01%
441,372
-329,273
2643
$3.06M ﹤0.01%
62,730
-2,021
2644
$3.06M ﹤0.01%
68,027
-56,017
2645
$3.06M ﹤0.01%
375,624
+284,628
2646
$3.06M ﹤0.01%
639,366
-1,948,971
2647
$3.05M ﹤0.01%
116,631
+8,119
2648
$3.05M ﹤0.01%
165,512
+161,545
2649
$3.04M ﹤0.01%
298,230
-560,489
2650
$3.03M ﹤0.01%
174,931
+100,722