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
3351
$1.07M ﹤0.01%
87,472
+987
3352
$1.07M ﹤0.01%
53,300
-1,278
3353
$1.07M ﹤0.01%
52,078
+20,014
3354
$1.07M ﹤0.01%
50,670
-7,638
3355
$1.06M ﹤0.01%
18,350
-3,554
3356
$1.06M ﹤0.01%
76,867
+27,141
3357
$1.06M ﹤0.01%
93,568
+22,937
3358
$1.06M ﹤0.01%
54,059
+31,154
3359
$1.06M ﹤0.01%
130,820
-65,903
3360
$1.06M ﹤0.01%
69,573
-2,924
3361
$1.05M ﹤0.01%
203,754
+16,458
3362
$1.05M ﹤0.01%
48,815
+11,739
3363
$1.05M ﹤0.01%
56,242
+51,440
3364
$1.04M ﹤0.01%
48,313
+249
3365
$1.04M ﹤0.01%
49,272
+8,334
3366
$1.04M ﹤0.01%
27,140
-3,712
3367
$1.04M ﹤0.01%
73,625
-10,850
3368
$1.04M ﹤0.01%
24,961
-1,225
3369
$1.04M ﹤0.01%
18,192
+1,407
3370
$1.04M ﹤0.01%
53,246
+39,172
3371
$1.04M ﹤0.01%
326,988
-5,912
3372
$1.04M ﹤0.01%
123,359
+9,005
3373
$1.03M ﹤0.01%
21,322
-1,424
3374
$1.03M ﹤0.01%
46,568
+35,650
3375
$1.02M ﹤0.01%
53,269
-9,559