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
2976
$1.88M ﹤0.01%
63,483
+8,243
2977
$1.88M ﹤0.01%
94,471
-106,565
2978
$1.88M ﹤0.01%
184,365
+62,628
2979
$1.88M ﹤0.01%
53,954
+47,628
2980
$1.87M ﹤0.01%
101,577
-4,706
2981
$1.87M ﹤0.01%
58,877
+51,569
2982
$1.87M ﹤0.01%
6,739
+1,266
2983
$1.87M ﹤0.01%
37,346
-31,462
2984
$1.86M ﹤0.01%
139,044
+14,567
2985
$1.86M ﹤0.01%
58,118
+18,577
2986
$1.86M ﹤0.01%
85,927
+3,786
2987
$1.86M ﹤0.01%
95,210
-9,730
2988
$1.86M ﹤0.01%
+210,000
2989
$1.85M ﹤0.01%
49,155
-9,846
2990
$1.85M ﹤0.01%
130,324
-12,312
2991
$1.85M ﹤0.01%
32,196
-58,615
2992
$1.85M ﹤0.01%
46,346
+14,748
2993
$1.85M ﹤0.01%
44,601
-176,291
2994
$1.84M ﹤0.01%
60,455
+14,007
2995
$1.84M ﹤0.01%
29,061
-16,499
2996
$1.84M ﹤0.01%
337,969
+24,406
2997
$1.83M ﹤0.01%
113,756
+6,134
2998
$1.83M ﹤0.01%
236,201
+216,787
2999
$1.83M ﹤0.01%
41,689
-9,798
3000
$1.83M ﹤0.01%
122,748
-38,192