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
3276
$1.23M ﹤0.01%
22,506
-38,709
3277
$1.23M ﹤0.01%
26,862
+14,451
3278
$1.22M ﹤0.01%
92,271
+20,165
3279
$1.22M ﹤0.01%
115,676
+17,291
3280
$1.22M ﹤0.01%
734,624
-6,595
3281
$1.22M ﹤0.01%
137,040
+42,567
3282
$1.21M ﹤0.01%
305,578
+166,431
3283
$1.21M ﹤0.01%
85,782
-53,683
3284
$1.21M ﹤0.01%
12,928
+3,697
3285
$1.21M ﹤0.01%
46,360
+8,458
3286
$1.21M ﹤0.01%
78,726
+18,481
3287
$1.21M ﹤0.01%
75,942
+34,799
3288
$1.2M ﹤0.01%
49,652
-49,748
3289
$1.2M ﹤0.01%
46,741
-800
3290
$1.2M ﹤0.01%
88,963
-2,511
3291
$1.19M ﹤0.01%
41,293
-160,617
3292
$1.19M ﹤0.01%
49,849
-1,299
3293
$1.19M ﹤0.01%
40,153
-4,727
3294
$1.19M ﹤0.01%
180,897
+5,057
3295
$1.19M ﹤0.01%
32,407
-8,044
3296
$1.18M ﹤0.01%
99,593
+98,950
3297
$1.18M ﹤0.01%
70,907
+25,608
3298
$1.17M ﹤0.01%
98,835
-2,470
3299
$1.17M ﹤0.01%
263,345
-7,638
3300
$1.17M ﹤0.01%
45,000
-30,000