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
2826
$2.33M ﹤0.01%
107,891
-322
2827
$2.32M ﹤0.01%
194,341
+129,299
2828
$2.32M ﹤0.01%
101,559
-4,471
2829
$2.31M ﹤0.01%
124,900
-29,093
2830
$2.31M ﹤0.01%
51,245
+8,810
2831
$2.31M ﹤0.01%
451,239
+42,357
2832
$2.31M ﹤0.01%
132,341
-9,275
2833
$2.31M ﹤0.01%
107,534
-7,826
2834
$2.31M ﹤0.01%
776,230
-20,498
2835
$2.3M ﹤0.01%
292,706
+45,157
2836
$2.3M ﹤0.01%
101,530
-17,639
2837
$2.3M ﹤0.01%
185,964
+63,690
2838
$2.29M ﹤0.01%
240,235
+1,651
2839
$2.28M ﹤0.01%
35,410
+7,044
2840
$2.28M ﹤0.01%
221,580
+7,384
2841
$2.28M ﹤0.01%
28,215
-5,209
2842
$2.27M ﹤0.01%
311,887
-8,453
2843
$2.27M ﹤0.01%
48,325
+4,777
2844
$2.27M ﹤0.01%
83,276
+74,916
2845
$2.27M ﹤0.01%
226,076
+6,064
2846
$2.26M ﹤0.01%
137,881
2847
$2.26M ﹤0.01%
141,078
+1,566
2848
$2.25M ﹤0.01%
98,812
+4,229
2849
$2.25M ﹤0.01%
148,158
-7,649
2850
$2.25M ﹤0.01%
201,174
-84,023