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
2151
$6.23M ﹤0.01%
214,685
-70,568
2152
$6.21M ﹤0.01%
217,062
+33,483
2153
$6.2M ﹤0.01%
433,841
-3,882
2154
$6.18M ﹤0.01%
73,063
+26,718
2155
$6.17M ﹤0.01%
242,486
+25,212
2156
$6.16M ﹤0.01%
111,584
-520,021
2157
$6.14M ﹤0.01%
343,230
+42,912
2158
$6.12M ﹤0.01%
130,648
-59,564
2159
$6.11M ﹤0.01%
90,875
+9,415
2160
$6.1M ﹤0.01%
127,826
+23,707
2161
$6.06M ﹤0.01%
67,220
-4,654
2162
$6.05M ﹤0.01%
1,258,857
-298,861
2163
$6.05M ﹤0.01%
345,105
+12,045
2164
$6.05M ﹤0.01%
172,427
-21,392
2165
$6.05M ﹤0.01%
487,936
-12,191
2166
$6.04M ﹤0.01%
230,926
-290,494
2167
$6.03M ﹤0.01%
195,345
-119,567
2168
$6.03M ﹤0.01%
291,140
-1,612,570
2169
$6.02M ﹤0.01%
391,160
-26,941
2170
$6.02M ﹤0.01%
394,753
+1,831
2171
$6.02M ﹤0.01%
392,884
-6,844
2172
$6M ﹤0.01%
161,566
+16,835
2173
$6M ﹤0.01%
160,667
-152,375
2174
$6M ﹤0.01%
310,004
+33,227
2175
$5.99M ﹤0.01%
315,653
+14,868