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
2276
$5.21M ﹤0.01%
187,263
+4,117
2277
$5.21M ﹤0.01%
94,741
-68,394
2278
$5.2M ﹤0.01%
444,472
+12
2279
$5.2M ﹤0.01%
480,427
-116,258
2280
$5.2M ﹤0.01%
69,837
-151,483
2281
$5.19M ﹤0.01%
133,215
+39,028
2282
$5.19M ﹤0.01%
138,326
+122,898
2283
$5.18M ﹤0.01%
436,181
-32,362
2284
$5.18M ﹤0.01%
61,903
-17,046
2285
$5.17M ﹤0.01%
109,174
+14,875
2286
$5.16M ﹤0.01%
143,739
-25,427
2287
$5.15M ﹤0.01%
408,821
+31,585
2288
$5.15M ﹤0.01%
131,739
+75,930
2289
$5.15M ﹤0.01%
55,129
+51,323
2290
$5.13M ﹤0.01%
198,090
-24,590
2291
$5.12M ﹤0.01%
455,704
-180,853
2292
$5.11M ﹤0.01%
189,380
-758
2293
$5.1M ﹤0.01%
115,496
+7,209
2294
$5.08M ﹤0.01%
910,187
+253,926
2295
$5.07M ﹤0.01%
912,309
-454,163
2296
$5.05M ﹤0.01%
+100,000
2297
$5.03M ﹤0.01%
128,941
+978
2298
$5.03M ﹤0.01%
59,228
+83
2299
$5.02M ﹤0.01%
50,300
-78,855
2300
$5.01M ﹤0.01%
440,967
+85,344