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
2651
$3.03M ﹤0.01%
74,274
+1,970
2652
$3.02M ﹤0.01%
527,885
+85,620
2653
$3.02M ﹤0.01%
54,633
+8,757
2654
$3.02M ﹤0.01%
100,570
-5,226
2655
$3.02M ﹤0.01%
40,564
+6,264
2656
$3.01M ﹤0.01%
2,131,298
+1,132,267
2657
$3.01M ﹤0.01%
75,998
-26,888
2658
$3M ﹤0.01%
148,905
+63,799
2659
$3M ﹤0.01%
183,932
2660
$2.99M ﹤0.01%
174,811
+23,368
2661
$2.99M ﹤0.01%
62,990
+15,790
2662
$2.99M ﹤0.01%
235,448
+212,778
2663
$2.98M ﹤0.01%
141,082
+34,144
2664
$2.98M ﹤0.01%
201,253
-12,766
2665
$2.97M ﹤0.01%
81,153
+70,711
2666
$2.97M ﹤0.01%
82,140
-182,895
2667
$2.97M ﹤0.01%
51,943
+3,457
2668
$2.96M ﹤0.01%
217,540
-65,027
2669
$2.94M ﹤0.01%
105,307
-141,714
2670
$2.94M ﹤0.01%
49,389
+9,960
2671
$2.94M ﹤0.01%
357,621
-5,402
2672
$2.94M ﹤0.01%
58,090
-23,266
2673
$2.94M ﹤0.01%
158,721
+49,205
2674
$2.93M ﹤0.01%
62,706
-3,003
2675
$2.93M ﹤0.01%
163,339
-694