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
2901
$2.08M ﹤0.01%
170,322
+2,311
2902
$2.07M ﹤0.01%
83,773
-76,741
2903
$2.07M ﹤0.01%
76,890
+2,670
2904
$2.07M ﹤0.01%
38,300
+12,086
2905
$2.07M ﹤0.01%
102,839
-1,848
2906
$2.06M ﹤0.01%
137,408
+8,390
2907
$2.06M ﹤0.01%
361,247
+71,634
2908
$2.06M ﹤0.01%
94,885
+14,830
2909
$2.05M ﹤0.01%
266,594
+59,016
2910
$2.05M ﹤0.01%
349,275
+169,050
2911
$2.05M ﹤0.01%
48,892
+3,578
2912
$2.05M ﹤0.01%
137,261
+10,792
2913
$2.04M ﹤0.01%
7,899
-1,478
2914
$2.04M ﹤0.01%
316,994
+23,907
2915
$2.04M ﹤0.01%
+125,000
2916
$2.04M ﹤0.01%
45,166
-41
2917
$2.04M ﹤0.01%
104,074
+32,636
2918
$2.03M ﹤0.01%
91,667
+44,162
2919
$2.03M ﹤0.01%
109,817
+51,341
2920
$2.03M ﹤0.01%
+113,218
2921
$2.02M ﹤0.01%
197,900
+177,779
2922
$2.02M ﹤0.01%
426,977
+154,397
2923
$2.02M ﹤0.01%
261,031
+2,589
2924
$2.02M ﹤0.01%
80,891
-73,654
2925
$2.02M ﹤0.01%
204,756
-110,038