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
2776
$2.53M ﹤0.01%
179,198
+29,068
2777
$2.52M ﹤0.01%
74,998
+9,217
2778
$2.52M ﹤0.01%
102,044
-19,590
2779
$2.52M ﹤0.01%
447,572
+15,788
2780
$2.52M ﹤0.01%
24,142
-22,557
2781
$2.52M ﹤0.01%
83,176
-4,281
2782
$2.51M ﹤0.01%
544,836
+31,258
2783
$2.51M ﹤0.01%
151,881
-1,653
2784
$2.51M ﹤0.01%
73,338
+40,480
2785
$2.51M ﹤0.01%
67,911
+62,839
2786
$2.5M ﹤0.01%
178,556
-19,537
2787
$2.5M ﹤0.01%
105,036
-8,616
2788
$2.5M ﹤0.01%
28,693
+1,594
2789
$2.5M ﹤0.01%
33,439
+2,900
2790
$2.48M ﹤0.01%
96,003
+7,374
2791
$2.47M ﹤0.01%
192,619
+25,521
2792
$2.46M ﹤0.01%
227,344
-6,289
2793
$2.45M ﹤0.01%
2,153
-12,148
2794
$2.45M ﹤0.01%
29,642
-4,929
2795
$2.45M ﹤0.01%
55,871
+12,263
2796
$2.45M ﹤0.01%
31,430
+25,752
2797
$2.44M ﹤0.01%
52,026
-9,266
2798
$2.44M ﹤0.01%
158,877
-47,502
2799
$2.43M ﹤0.01%
55,730
-119,154
2800
$2.43M ﹤0.01%
163,756
-10,259