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
3201
$1.38M ﹤0.01%
47,819
-7,522
3202
$1.38M ﹤0.01%
91,058
+1,506
3203
$1.38M ﹤0.01%
64,875
-21,112
3204
$1.37M ﹤0.01%
114,442
-219,784
3205
$1.37M ﹤0.01%
40,373
+9,103
3206
$1.37M ﹤0.01%
62,126
+544
3207
$1.37M ﹤0.01%
30,444
+24,050
3208
$1.37M ﹤0.01%
26,323
-19,675
3209
$1.35M ﹤0.01%
282,548
+13,652
3210
$1.35M ﹤0.01%
133,653
-6,492
3211
$1.35M ﹤0.01%
44,977
-4,972
3212
$1.35M ﹤0.01%
115,422
-13,041
3213
$1.35M ﹤0.01%
33,001
-3,224
3214
$1.34M ﹤0.01%
64,762
-9,996
3215
$1.34M ﹤0.01%
51,891
+48,176
3216
$1.33M ﹤0.01%
99,331
-272,158
3217
$1.32M ﹤0.01%
1,951
-8,277
3218
$1.32M ﹤0.01%
52,579
-52,288
3219
$1.32M ﹤0.01%
52,948
-32,413
3220
$1.31M ﹤0.01%
56,012
+1,476
3221
$1.31M ﹤0.01%
247,850
-1,020
3222
$1.3M ﹤0.01%
30,078
+5,617
3223
$1.3M ﹤0.01%
146,276
-143,134
3224
$1.3M ﹤0.01%
30,488
-25,685
3225
$1.3M ﹤0.01%
65,541
+26,427