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
3251
$1.27M ﹤0.01%
29,719
-894
3252
$1.26M ﹤0.01%
338,474
-11,867
3253
$1.26M ﹤0.01%
42,681
-25,047
3254
$1.26M ﹤0.01%
36,764
-344,565
3255
$1.26M ﹤0.01%
83,407
+1,436
3256
$1.26M ﹤0.01%
67,553
+8,105
3257
$1.26M ﹤0.01%
72,775
-5,006
3258
$1.26M ﹤0.01%
189,281
+23,722
3259
$1.26M ﹤0.01%
44,416
+3,017
3260
$1.26M ﹤0.01%
90,543
+88,108
3261
$1.26M ﹤0.01%
206,444
+7,366
3262
$1.25M ﹤0.01%
34,182
-32,687
3263
$1.25M ﹤0.01%
83,038
+11,595
3264
$1.25M ﹤0.01%
63,799
-2,211
3265
$1.25M ﹤0.01%
86,947
+18,512
3266
$1.25M ﹤0.01%
104,223
+83,805
3267
$1.25M ﹤0.01%
56,045
+1,873
3268
$1.24M ﹤0.01%
23,438
-8,181
3269
$1.24M ﹤0.01%
47,722
+31,333
3270
$1.24M ﹤0.01%
93,515
+12,698
3271
$1.24M ﹤0.01%
42,444
-33,904
3272
$1.24M ﹤0.01%
38,227
-78,029
3273
$1.23M ﹤0.01%
15,333
+1,063
3274
$1.23M ﹤0.01%
75,806
+16,834
3275
$1.23M ﹤0.01%
183,637
-13,814