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
2101
$6.71M ﹤0.01%
270,549
+88,503
2102
$6.71M ﹤0.01%
12,180
-1,351
2103
$6.7M ﹤0.01%
186,735
+15,856
2104
$6.7M ﹤0.01%
164,142
-184,349
2105
$6.7M ﹤0.01%
250,674
+37,750
2106
$6.7M ﹤0.01%
66,638
-229
2107
$6.68M ﹤0.01%
482,295
-134,190
2108
$6.65M ﹤0.01%
218,163
-16,472
2109
$6.64M ﹤0.01%
162,963
+18,246
2110
$6.64M ﹤0.01%
129,536
-46,490
2111
$6.63M ﹤0.01%
503,003
-137,969
2112
$6.62M ﹤0.01%
169,657
+36,933
2113
$6.62M ﹤0.01%
272,292
-1,852
2114
$6.6M ﹤0.01%
258,700
-4,994
2115
$6.59M ﹤0.01%
109,153
-36,789
2116
$6.58M ﹤0.01%
130,401
+26,721
2117
$6.58M ﹤0.01%
530,730
-103,965
2118
$6.58M ﹤0.01%
236,836
-438,093
2119
$6.57M ﹤0.01%
60,195
+3,612
2120
$6.56M ﹤0.01%
530,692
+30,903
2121
$6.56M ﹤0.01%
144,519
+8,552
2122
$6.53M ﹤0.01%
258,350
+147,487
2123
$6.53M ﹤0.01%
494,795
-218,771
2124
$6.52M ﹤0.01%
278,582
-8,730
2125
$6.51M ﹤0.01%
168,839
-717,681