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
2851
$2.25M ﹤0.01%
126,251
-81,628
2852
$2.24M ﹤0.01%
39,286
+791
2853
$2.24M ﹤0.01%
685,893
+152,704
2854
$2.24M ﹤0.01%
57,489
+10,638
2855
$2.23M ﹤0.01%
72,028
+39,667
2856
$2.23M ﹤0.01%
141,282
+17,283
2857
$2.23M ﹤0.01%
81,294
-184,989
2858
$2.23M ﹤0.01%
72,182
+4,878
2859
$2.23M ﹤0.01%
67,892
-8,320
2860
$2.22M ﹤0.01%
129,918
-51,085
2861
$2.22M ﹤0.01%
81,018
+12,242
2862
$2.22M ﹤0.01%
112,929
+20,529
2863
$2.22M ﹤0.01%
184,670
+11,930
2864
$2.22M ﹤0.01%
43,919
-963
2865
$2.21M ﹤0.01%
61,297
+9,621
2866
$2.21M ﹤0.01%
106,851
-6,763
2867
$2.21M ﹤0.01%
109,174
-6,934
2868
$2.2M ﹤0.01%
173,127
+141,675
2869
$2.2M ﹤0.01%
417,026
+89,722
2870
$2.19M ﹤0.01%
56,288
+360
2871
$2.19M ﹤0.01%
174,235
+135,617
2872
$2.19M ﹤0.01%
118,179
+29,386
2873
$2.19M ﹤0.01%
355,178
-15,652
2874
$2.19M ﹤0.01%
5,105
-820
2875
$2.19M ﹤0.01%
66,362
-57,619