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
3301
$1.17M ﹤0.01%
44,447
-5,882
3302
$1.17M ﹤0.01%
143,960
-16,953
3303
$1.16M ﹤0.01%
79,978
-10,533
3304
$1.16M ﹤0.01%
46,940
-6,184
3305
$1.16M ﹤0.01%
38,773
-7,498
3306
$1.16M ﹤0.01%
67,022
+3,204
3307
$1.16M ﹤0.01%
39,036
-494
3308
$1.16M ﹤0.01%
48,306
-11,337
3309
$1.16M ﹤0.01%
17,338
+9,700
3310
$1.16M ﹤0.01%
69,354
+11,499
3311
$1.15M ﹤0.01%
38,938
-59,616
3312
$1.15M ﹤0.01%
53,349
+37,606
3313
$1.15M ﹤0.01%
30,385
+23,678
3314
$1.15M ﹤0.01%
4,354
-3,043
3315
$1.14M ﹤0.01%
63,470
-1,822
3316
$1.14M ﹤0.01%
42,269
-5,852
3317
$1.14M ﹤0.01%
53,960
-206,485
3318
$1.14M ﹤0.01%
13,532
+2,308
3319
$1.14M ﹤0.01%
90,854
+13,311
3320
$1.14M ﹤0.01%
1,014,951
+650,626
3321
$1.14M ﹤0.01%
100,134
-3,744
3322
$1.13M ﹤0.01%
20,288
-7,158
3323
$1.13M ﹤0.01%
510,993
+104,323
3324
$1.13M ﹤0.01%
86,007
-28,104
3325
$1.13M ﹤0.01%
75,101
+12,659