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
3176
$1.43M ﹤0.01%
84,305
-59,473
3177
$1.43M ﹤0.01%
101,830
+95,211
3178
$1.42M ﹤0.01%
136,875
+17,865
3179
$1.42M ﹤0.01%
50,327
+23,745
3180
$1.42M ﹤0.01%
39,142
+33,981
3181
$1.42M ﹤0.01%
53,231
+2,096
3182
$1.42M ﹤0.01%
49,466
-53,078
3183
$1.42M ﹤0.01%
+70,045
3184
$1.42M ﹤0.01%
62,813
-11,853
3185
$1.41M ﹤0.01%
92,041
-19,700
3186
$1.41M ﹤0.01%
120,202
-51,393
3187
$1.41M ﹤0.01%
93,614
-832
3188
$1.41M ﹤0.01%
46,202
+2,180
3189
$1.4M ﹤0.01%
110,179
-23,150
3190
$1.4M ﹤0.01%
89,273
-1,244
3191
$1.4M ﹤0.01%
9,740
+8,184
3192
$1.4M ﹤0.01%
71,031
+4,025
3193
$1.39M ﹤0.01%
31,723
-10,173
3194
$1.39M ﹤0.01%
88,258
3195
$1.39M ﹤0.01%
70,000
+35,991
3196
$1.39M ﹤0.01%
151,977
-76,627
3197
$1.39M ﹤0.01%
16,991
+16,971
3198
$1.39M ﹤0.01%
22,781
-6,984
3199
$1.39M ﹤0.01%
54,556
-44,576
3200
$1.39M ﹤0.01%
103,517
+4,565