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
3151
$1.49M ﹤0.01%
28,272
-847
3152
$1.48M ﹤0.01%
82,570
+61,740
3153
$1.48M ﹤0.01%
108,639
-3,386
3154
$1.48M ﹤0.01%
63,480
+14,016
3155
$1.48M ﹤0.01%
103,440
-7,504
3156
$1.48M ﹤0.01%
44,457
-24,157
3157
$1.48M ﹤0.01%
39,245
+26,951
3158
$1.47M ﹤0.01%
13,834
-23,126
3159
$1.47M ﹤0.01%
175,382
-40,403
3160
$1.47M ﹤0.01%
90,551
+674
3161
$1.47M ﹤0.01%
50,586
-49,694
3162
$1.47M ﹤0.01%
24,355
+1,988
3163
$1.46M ﹤0.01%
3,061
+22
3164
$1.46M ﹤0.01%
339,479
-1,042,330
3165
$1.45M ﹤0.01%
127,801
+39,066
3166
$1.44M ﹤0.01%
61,343
-96,771
3167
$1.44M ﹤0.01%
169,742
+43,015
3168
$1.44M ﹤0.01%
40,447
-1,116
3169
$1.44M ﹤0.01%
71,362
+9,886
3170
$1.44M ﹤0.01%
106,603
-5,461
3171
$1.44M ﹤0.01%
60,861
+58,743
3172
$1.44M ﹤0.01%
43,326
+9,503
3173
$1.44M ﹤0.01%
68,301
+1,079
3174
$1.43M ﹤0.01%
602,206
-401,889
3175
$1.43M ﹤0.01%
53,205
+21,452