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
2201
$5.82M ﹤0.01%
135,528
-185,245
2202
$5.82M ﹤0.01%
205,584
+23,176
2203
$5.8M ﹤0.01%
200,579
-405,889
2204
$5.79M ﹤0.01%
484,470
-452,171
2205
$5.79M ﹤0.01%
289,994
-31,716
2206
$5.78M ﹤0.01%
99,286
-1,632
2207
$5.75M ﹤0.01%
99,450
+12,464
2208
$5.74M ﹤0.01%
384,866
-55,946
2209
$5.74M ﹤0.01%
259,345
-479,505
2210
$5.72M ﹤0.01%
191,286
+68,016
2211
$5.72M ﹤0.01%
415,756
-20,534
2212
$5.72M ﹤0.01%
103,224
-14,304
2213
$5.7M ﹤0.01%
199,410
+8,700
2214
$5.7M ﹤0.01%
68,303
+11,679
2215
$5.69M ﹤0.01%
234,343
+7,839
2216
$5.68M ﹤0.01%
184,794
-30,590
2217
$5.68M ﹤0.01%
999,746
+55,602
2218
$5.68M ﹤0.01%
273,479
+128,483
2219
$5.65M ﹤0.01%
305,953
+13,163
2220
$5.65M ﹤0.01%
243,834
+209,968
2221
$5.63M ﹤0.01%
46,261
+1,496
2222
$5.63M ﹤0.01%
235,509
+15,714
2223
$5.62M ﹤0.01%
355,941
+145,372
2224
$5.62M ﹤0.01%
819,295
+155,423
2225
$5.61M ﹤0.01%
279,019
-15,993