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
1851
$9.39M ﹤0.01%
21,483
-1,896
1852
$9.37M ﹤0.01%
712,035
+33,755
1853
$9.36M ﹤0.01%
821,013
-10,229
1854
$9.35M ﹤0.01%
2,263,693
-1,237,878
1855
$9.34M ﹤0.01%
213,069
-99,408
1856
$9.32M ﹤0.01%
89,938
+4,307
1857
$9.32M ﹤0.01%
476,828
-45,014
1858
$9.31M ﹤0.01%
148,550
-9,652
1859
$9.3M ﹤0.01%
186,913
+142,308
1860
$9.24M ﹤0.01%
201,251
+90,359
1861
$9.24M ﹤0.01%
78,910
+12,149
1862
$9.23M ﹤0.01%
456,563
+119,088
1863
$9.22M ﹤0.01%
1,557,149
-103,994
1864
$9.19M ﹤0.01%
172,011
+21,833
1865
$9.19M ﹤0.01%
204,052
+42,413
1866
$9.19M ﹤0.01%
874,091
+101,461
1867
$9.18M ﹤0.01%
575,401
-228,363
1868
$9.18M ﹤0.01%
285,639
+27,672
1869
$9.17M ﹤0.01%
343,103
+139,361
1870
$9.14M ﹤0.01%
718,649
+1,827
1871
$9.14M ﹤0.01%
181,550
-13,019
1872
$9.13M ﹤0.01%
344,055
+174,057
1873
$9.09M ﹤0.01%
251,040
+10,311
1874
$9.09M ﹤0.01%
83,919
+16,010
1875
$9.06M ﹤0.01%
280,155
+34,036