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
3126
$1.55M ﹤0.01%
248,540
+104,215
3127
$1.54M ﹤0.01%
18,616
-25,230
3128
$1.54M ﹤0.01%
99,875
+64,347
3129
$1.54M ﹤0.01%
673,334
+214,229
3130
$1.54M ﹤0.01%
54,058
+2,145
3131
$1.54M ﹤0.01%
68,269
+44,190
3132
$1.53M ﹤0.01%
85,962
+11,199
3133
$1.53M ﹤0.01%
134,513
+2,100
3134
$1.53M ﹤0.01%
62,921
+3,995
3135
$1.53M ﹤0.01%
+103,705
3136
$1.53M ﹤0.01%
161,079
-230,487
3137
$1.52M ﹤0.01%
22,080
-13,292
3138
$1.52M ﹤0.01%
50,468
-7,833
3139
$1.52M ﹤0.01%
108,396
+25,346
3140
$1.51M ﹤0.01%
143,428
-6,046
3141
$1.5M ﹤0.01%
75,513
+64,976
3142
$1.5M ﹤0.01%
191,464
-29,695
3143
$1.5M ﹤0.01%
200,490
-117,610
3144
$1.5M ﹤0.01%
74,140
-14,870
3145
$1.5M ﹤0.01%
43,487
-63,645
3146
$1.5M ﹤0.01%
121,804
+6,561
3147
$1.5M ﹤0.01%
62,294
+55,092
3148
$1.49M ﹤0.01%
45,937
+9,129
3149
$1.49M ﹤0.01%
71,262
-523,566
3150
$1.49M ﹤0.01%
32,796
-7,034