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
2251
$5.39M ﹤0.01%
186,150
+153,292
2252
$5.38M ﹤0.01%
598,051
-133,305
2253
$5.38M ﹤0.01%
133,099
+14,927
2254
$5.37M ﹤0.01%
105,190
-42,384
2255
$5.37M ﹤0.01%
128,257
-4,082
2256
$5.37M ﹤0.01%
231,513
-44
2257
$5.36M ﹤0.01%
51,510
+15,711
2258
$5.36M ﹤0.01%
129,129
-155,235
2259
$5.34M ﹤0.01%
208,699
+91,254
2260
$5.33M ﹤0.01%
269,117
+81,209
2261
$5.32M ﹤0.01%
124,426
+45,802
2262
$5.31M ﹤0.01%
380,582
+54,238
2263
$5.31M ﹤0.01%
360,087
-6,168
2264
$5.3M ﹤0.01%
161,174
-14,643
2265
$5.3M ﹤0.01%
1,325,220
+1,220,211
2266
$5.3M ﹤0.01%
97,309
-8,245
2267
$5.3M ﹤0.01%
188,253
-187,900
2268
$5.29M ﹤0.01%
342,598
-90,013
2269
$5.29M ﹤0.01%
99,147
+63,122
2270
$5.28M ﹤0.01%
99,688
-28,635
2271
$5.26M ﹤0.01%
128,575
-1,850
2272
$5.26M ﹤0.01%
513,631
+160,771
2273
$5.25M ﹤0.01%
107,638
+1,022
2274
$5.24M ﹤0.01%
395,398
-14,907
2275
$5.24M ﹤0.01%
238,359
+24,470