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
3326
$1.13M ﹤0.01%
111,660
+10,014
3327
$1.12M ﹤0.01%
7,964
+6,164
3328
$1.12M ﹤0.01%
195,552
-1,253
3329
$1.12M ﹤0.01%
70,790
-11,460
3330
$1.12M ﹤0.01%
573,261
-394
3331
$1.12M ﹤0.01%
47,912
-52,364
3332
$1.11M ﹤0.01%
43,812
+21,121
3333
$1.11M ﹤0.01%
94,556
+51,258
3334
$1.11M ﹤0.01%
49,401
-31,782
3335
$1.1M ﹤0.01%
21,434
-4,246
3336
$1.1M ﹤0.01%
38,077
-198,454
3337
$1.09M ﹤0.01%
47,799
-1,394
3338
$1.09M ﹤0.01%
32,677
-108,289
3339
$1.09M ﹤0.01%
107,858
+18,930
3340
$1.09M ﹤0.01%
46,194
+38,944
3341
$1.09M ﹤0.01%
41,080
+16,465
3342
$1.09M ﹤0.01%
13,650
+404
3343
$1.09M ﹤0.01%
99,196
-20,417
3344
$1.08M ﹤0.01%
106,797
+21,193
3345
$1.08M ﹤0.01%
79,489
-40,090
3346
$1.08M ﹤0.01%
10,427
-2,146
3347
$1.08M ﹤0.01%
27,100
+11,241
3348
$1.07M ﹤0.01%
51,166
+4,276
3349
$1.07M ﹤0.01%
47,393
-54,336
3350
$1.07M ﹤0.01%
113,086
-967,194