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
2951
$1.94M ﹤0.01%
63,651
-5,251
2952
$1.94M ﹤0.01%
121,619
+40,206
2953
$1.94M ﹤0.01%
277,114
+60,421
2954
$1.94M ﹤0.01%
60,398
-2,331
2955
$1.93M ﹤0.01%
36,898
+9,886
2956
$1.93M ﹤0.01%
125,432
+53,441
2957
$1.93M ﹤0.01%
120,238
+22,063
2958
$1.93M ﹤0.01%
82,483
-18,406
2959
$1.92M ﹤0.01%
101,426
-84,417
2960
$1.92M ﹤0.01%
234,379
+51,055
2961
$1.92M ﹤0.01%
146,172
+64,631
2962
$1.92M ﹤0.01%
140,100
-14,806
2963
$1.91M ﹤0.01%
137,269
-10,399
2964
$1.91M ﹤0.01%
86,605
+6,643
2965
$1.91M ﹤0.01%
140,216
-2,261
2966
$1.91M ﹤0.01%
97,377
-14,513
2967
$1.91M ﹤0.01%
67,298
-11,600
2968
$1.91M ﹤0.01%
106,235
+4,662
2969
$1.91M ﹤0.01%
118,590
+10,480
2970
$1.9M ﹤0.01%
99,500
-323,580
2971
$1.9M ﹤0.01%
112,463
-20,005
2972
$1.9M ﹤0.01%
111,862
+827
2973
$1.9M ﹤0.01%
80,711
-335,016
2974
$1.9M ﹤0.01%
59,750
+39,354
2975
$1.89M ﹤0.01%
66,121
+44,983