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
2076
$6.92M ﹤0.01%
219,792
+6,246
2077
$6.92M ﹤0.01%
261,968
+10,124
2078
$6.91M ﹤0.01%
279,252
+65,518
2079
$6.9M ﹤0.01%
218,532
-137,435
2080
$6.9M ﹤0.01%
148,938
+102,630
2081
$6.89M ﹤0.01%
121,333
-4,935
2082
$6.89M ﹤0.01%
983,831
-21,890
2083
$6.87M ﹤0.01%
694,311
+63,320
2084
$6.86M ﹤0.01%
176,447
-10,362
2085
$6.85M ﹤0.01%
215,725
+118,663
2086
$6.85M ﹤0.01%
275,246
+67,959
2087
$6.84M ﹤0.01%
330,499
+39,521
2088
$6.81M ﹤0.01%
373,533
+26,704
2089
$6.81M ﹤0.01%
96,686
-17,642
2090
$6.8M ﹤0.01%
65,937
+24,406
2091
$6.8M ﹤0.01%
227,157
-21,997
2092
$6.8M ﹤0.01%
519,858
+7,594
2093
$6.79M ﹤0.01%
215,675
-54,247
2094
$6.78M ﹤0.01%
562,210
-89,372
2095
$6.78M ﹤0.01%
460,218
-16,719
2096
$6.76M ﹤0.01%
182,654
-8,207
2097
$6.75M ﹤0.01%
310,225
+56,650
2098
$6.74M ﹤0.01%
572,119
-35,860
2099
$6.73M ﹤0.01%
471,412
-321,859
2100
$6.71M ﹤0.01%
255,814
+16,876