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
2676
$2.93M ﹤0.01%
82,205
+2,373
2677
$2.93M ﹤0.01%
89,785
+43,745
2678
$2.92M ﹤0.01%
144,291
-45,354
2679
$2.92M ﹤0.01%
119,229
-3,031
2680
$2.91M ﹤0.01%
1,509,612
-362,241
2681
$2.91M ﹤0.01%
360,160
-371,608
2682
$2.91M ﹤0.01%
230,140
-3,043
2683
$2.91M ﹤0.01%
82,567
+35,431
2684
$2.91M ﹤0.01%
132,568
-8,692
2685
$2.91M ﹤0.01%
26,115
-10,479
2686
$2.9M ﹤0.01%
79,209
+71,339
2687
$2.9M ﹤0.01%
122,825
+14,616
2688
$2.89M ﹤0.01%
62,200
-2,928
2689
$2.89M ﹤0.01%
116,064
-105,216
2690
$2.87M ﹤0.01%
111,697
-8,168
2691
$2.87M ﹤0.01%
113,126
-490,126
2692
$2.86M ﹤0.01%
143,608
-11,033
2693
$2.86M ﹤0.01%
60,754
-24,474
2694
$2.86M ﹤0.01%
113,174
+16,844
2695
$2.86M ﹤0.01%
56,156
-4,396
2696
$2.86M ﹤0.01%
107,941
+11,299
2697
$2.85M ﹤0.01%
400,685
+193
2698
$2.84M ﹤0.01%
90,451
+7,047
2699
$2.84M ﹤0.01%
147,414
-21,101
2700
$2.83M ﹤0.01%
273,613
+102,617