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
5126
$24K ﹤0.01%
1,240
-20,236
5127
$24K ﹤0.01%
+3,011
5128
$24K ﹤0.01%
1,013
-7,484
5129
$24K ﹤0.01%
4,853
-3,422
5130
$24K ﹤0.01%
4,185
-7,617
5131
$24K ﹤0.01%
3,200
5132
$24K ﹤0.01%
50,493
-236
5133
$24K ﹤0.01%
7,755
-199,035
5134
$24K ﹤0.01%
1,656
5135
$24K ﹤0.01%
1,501
-613
5136
$24K ﹤0.01%
42
+3
5137
$24K ﹤0.01%
+5,730
5138
$23K ﹤0.01%
2,188
+1,200
5139
$23K ﹤0.01%
657
5140
$23K ﹤0.01%
1,754
-252
5141
$23K ﹤0.01%
390
+190
5142
$23K ﹤0.01%
906
+568
5143
$23K ﹤0.01%
+375
5144
$23K ﹤0.01%
10
+8
5145
$23K ﹤0.01%
2,722
+1,367
5146
$23K ﹤0.01%
11,982
5147
$23K ﹤0.01%
813
-351
5148
$23K ﹤0.01%
1,264
+701
5149
$23K ﹤0.01%
912
+397
5150
$22K ﹤0.01%
1,100
-295