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
1776
$10.4M ﹤0.01%
218,346
-96,340
1777
$10.4M ﹤0.01%
170,738
+29,949
1778
$10.4M ﹤0.01%
314,560
-10,556
1779
$10.4M ﹤0.01%
283,274
-8,195
1780
$10.4M ﹤0.01%
441,770
-64,100
1781
$10.4M ﹤0.01%
243,089
-130,544
1782
$10.3M ﹤0.01%
438,897
+23,626
1783
$10.3M ﹤0.01%
168,208
+145,653
1784
$10.3M ﹤0.01%
1,023,519
-101,383
1785
$10.3M ﹤0.01%
475,741
+74,684
1786
$10.3M ﹤0.01%
508,307
-56,025
1787
$10.3M ﹤0.01%
207,287
-118,834
1788
$10.3M ﹤0.01%
1,412,118
+896,934
1789
$10.3M ﹤0.01%
214,755
+3,375
1790
$10.3M ﹤0.01%
1,185,765
-228,550
1791
$10.2M ﹤0.01%
86,355
-4,164
1792
$10.2M ﹤0.01%
884,831
+778,122
1793
$10.2M ﹤0.01%
383,010
+33,493
1794
$10.2M ﹤0.01%
383,924
-83,721
1795
$10.2M ﹤0.01%
352,686
-400,511
1796
$10.2M ﹤0.01%
2,281,527
+932,993
1797
$10.2M ﹤0.01%
169,710
-308,743
1798
$10.2M ﹤0.01%
2,182,714
+7,015
1799
$10.1M ﹤0.01%
777,399
+307,391
1800
$10.1M ﹤0.01%
108,614
-2,437