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
2926
$2.02M ﹤0.01%
84,792
+13,386
2927
$2.02M ﹤0.01%
134,482
+11,012
2928
$2.01M ﹤0.01%
157,763
+4,440
2929
$2.01M ﹤0.01%
110,326
+28,457
2930
$2.01M ﹤0.01%
128,139
-41,642
2931
$2M ﹤0.01%
150,222
-4,400
2932
$2M ﹤0.01%
44,388
-113,671
2933
$2M ﹤0.01%
56,204
-48,606
2934
$2M ﹤0.01%
114,178
2935
$2M ﹤0.01%
181,962
+49,358
2936
$1.99M ﹤0.01%
106,017
-9,375
2937
$1.99M ﹤0.01%
159,515
+131,933
2938
$1.98M ﹤0.01%
79,032
-22,893
2939
$1.98M ﹤0.01%
283,014
+51,824
2940
$1.98M ﹤0.01%
77,594
-107,527
2941
$1.98M ﹤0.01%
210,072
-5,392
2942
$1.97M ﹤0.01%
145,420
+129,842
2943
$1.97M ﹤0.01%
80,025
+6,063
2944
$1.97M ﹤0.01%
174,541
-58,986
2945
$1.96M ﹤0.01%
82,247
-16,211
2946
$1.96M ﹤0.01%
111,562
-231,219
2947
$1.95M ﹤0.01%
87,440
-75,590
2948
$1.95M ﹤0.01%
84,031
-5,911
2949
$1.95M ﹤0.01%
102,365
+19,627
2950
$1.94M ﹤0.01%
1,074,054
-245,052