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
2126
$6.5M ﹤0.01%
588,138
+236,603
2127
$6.5M ﹤0.01%
210,314
+36,288
2128
$6.5M ﹤0.01%
403,551
+147,197
2129
$6.49M ﹤0.01%
327,735
+75,679
2130
$6.46M ﹤0.01%
252,728
+25,023
2131
$6.44M ﹤0.01%
157,654
-27,516
2132
$6.44M ﹤0.01%
280,411
+73,146
2133
$6.44M ﹤0.01%
99,471
-1,290
2134
$6.42M ﹤0.01%
104,457
-2,556
2135
$6.42M ﹤0.01%
411,969
+23,860
2136
$6.42M ﹤0.01%
83,554
-773
2137
$6.4M ﹤0.01%
2,198,147
-194,146
2138
$6.38M ﹤0.01%
354,492
+2,591
2139
$6.36M ﹤0.01%
373,421
+11,679
2140
$6.36M ﹤0.01%
192,441
-37,087
2141
$6.35M ﹤0.01%
156,796
-107,332
2142
$6.33M ﹤0.01%
304,565
-140,576
2143
$6.33M ﹤0.01%
130,348
-11,292
2144
$6.33M ﹤0.01%
324,235
-707,864
2145
$6.31M ﹤0.01%
139,397
-59,129
2146
$6.3M ﹤0.01%
401,049
+37,035
2147
$6.3M ﹤0.01%
2,072,946
+316,466
2148
$6.29M ﹤0.01%
410,847
-47,203
2149
$6.25M ﹤0.01%
345,976
+7,780
2150
$6.23M ﹤0.01%
248,698
-8,534