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
2176
$5.99M ﹤0.01%
184,307
+36,766
2177
$5.98M ﹤0.01%
89,836
+37,727
2178
$5.96M ﹤0.01%
97,524
+17,274
2179
$5.95M ﹤0.01%
93,682
-47,832
2180
$5.94M ﹤0.01%
601,046
-19,829
2181
$5.93M ﹤0.01%
117,341
+37,420
2182
$5.93M ﹤0.01%
130,882
-16,204
2183
$5.93M ﹤0.01%
153,676
-45,314
2184
$5.93M ﹤0.01%
275,581
-109,933
2185
$5.92M ﹤0.01%
416,744
+17,876
2186
$5.92M ﹤0.01%
200,331
+18,925
2187
$5.92M ﹤0.01%
68,826
+16,499
2188
$5.92M ﹤0.01%
113,507
+26,628
2189
$5.91M ﹤0.01%
7,171
-25,912
2190
$5.91M ﹤0.01%
192,080
-202,500
2191
$5.9M ﹤0.01%
+243,183
2192
$5.9M ﹤0.01%
592,144
+43,835
2193
$5.89M ﹤0.01%
317,171
+39,194
2194
$5.88M ﹤0.01%
108,846
-15,127
2195
$5.87M ﹤0.01%
120,310
-5,657
2196
$5.86M ﹤0.01%
148,752
-14,841
2197
$5.86M ﹤0.01%
398,612
+48,052
2198
$5.85M ﹤0.01%
251,366
-277,088
2199
$5.83M ﹤0.01%
309,126
-75,765
2200
$5.83M ﹤0.01%
643,036
+14,254