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
3026
$1.76M ﹤0.01%
80,653
-28,572
3027
$1.75M ﹤0.01%
99,906
+1,591
3028
$1.75M ﹤0.01%
28,266
-34,758
3029
$1.75M ﹤0.01%
155,878
+30,330
3030
$1.75M ﹤0.01%
+87,941
3031
$1.75M ﹤0.01%
74,429
+20,608
3032
$1.75M ﹤0.01%
115,928
+57,371
3033
$1.75M ﹤0.01%
124,799
+14,748
3034
$1.75M ﹤0.01%
220,151
+11,707
3035
$1.75M ﹤0.01%
40,396
+21,119
3036
$1.75M ﹤0.01%
786,567
-555
3037
$1.74M ﹤0.01%
123,870
+116
3038
$1.74M ﹤0.01%
70,350
+12,764
3039
$1.74M ﹤0.01%
29,409
-21,967
3040
$1.74M ﹤0.01%
83,588
-3,256
3041
$1.74M ﹤0.01%
106,781
+91,047
3042
$1.74M ﹤0.01%
180,480
-426,204
3043
$1.74M ﹤0.01%
258,763
+13,254
3044
$1.73M ﹤0.01%
275
-73
3045
$1.73M ﹤0.01%
92,839
-71,389
3046
$1.73M ﹤0.01%
235,220
+233,400
3047
$1.73M ﹤0.01%
3,595
-84,982
3048
$1.72M ﹤0.01%
141,611
-46,821
3049
$1.72M ﹤0.01%
106,730
-9,090
3050
$1.72M ﹤0.01%
65,668
-10,334