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
2301
$5.01M ﹤0.01%
146,423
-38,262
2302
$5.01M ﹤0.01%
356,430
-147,258
2303
$5M ﹤0.01%
369,514
-7,784
2304
$5M ﹤0.01%
99,305
+13,359
2305
$4.99M ﹤0.01%
244,816
-76,444
2306
$4.99M ﹤0.01%
115,251
+703
2307
$4.99M ﹤0.01%
330,670
-25,725
2308
$4.99M ﹤0.01%
415,884
+158,942
2309
$4.99M ﹤0.01%
182,209
-184,323
2310
$4.96M ﹤0.01%
264,435
+38,644
2311
$4.96M ﹤0.01%
604,110
-4,054,110
2312
$4.96M ﹤0.01%
201,961
-92,892
2313
$4.93M ﹤0.01%
131,683
+15,025
2314
$4.93M ﹤0.01%
373,733
+38,392
2315
$4.93M ﹤0.01%
109,225
-43,947
2316
$4.9M ﹤0.01%
172,409
+7,176
2317
$4.9M ﹤0.01%
173,618
-64,003
2318
$4.9M ﹤0.01%
278,359
-22,152
2319
$4.89M ﹤0.01%
192,511
+81,334
2320
$4.89M ﹤0.01%
+198,337
2321
$4.89M ﹤0.01%
137,086
-3,088
2322
$4.87M ﹤0.01%
84,419
-118,807
2323
$4.87M ﹤0.01%
199,430
-1,639,758
2324
$4.86M ﹤0.01%
405,072
+246,788
2325
$4.86M ﹤0.01%
114,521
+15,528