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
2876
$2.19M ﹤0.01%
100,033
-62,685
2877
$2.18M ﹤0.01%
161,343
+107,424
2878
$2.18M ﹤0.01%
110,770
+47,318
2879
$2.17M ﹤0.01%
368,632
+15,297
2880
$2.17M ﹤0.01%
62,489
+6,873
2881
$2.17M ﹤0.01%
54,071
+4,855
2882
$2.17M ﹤0.01%
187,685
+73,148
2883
$2.17M ﹤0.01%
153,556
+12,791
2884
$2.17M ﹤0.01%
436,600
-34,081
2885
$2.16M ﹤0.01%
171,122
+35,819
2886
$2.14M ﹤0.01%
134,734
-30,686
2887
$2.13M ﹤0.01%
33,639
+12,094
2888
$2.13M ﹤0.01%
9,283
-1,290
2889
$2.12M ﹤0.01%
137,513
-117,932
2890
$2.12M ﹤0.01%
301,000
-265,436
2891
$2.12M ﹤0.01%
139,032
-11,526
2892
$2.12M ﹤0.01%
84,143
+82,793
2893
$2.12M ﹤0.01%
291,076
-2,102
2894
$2.11M ﹤0.01%
219,555
+66,994
2895
$2.11M ﹤0.01%
83,575
+78,437
2896
$2.1M ﹤0.01%
224,026
+80,624
2897
$2.1M ﹤0.01%
155,200
+20,981
2898
$2.1M ﹤0.01%
53,460
-35,336
2899
$2.09M ﹤0.01%
171,248
+4,430
2900
$2.09M ﹤0.01%
168,915
+662