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
2326
$4.85M ﹤0.01%
298,560
+8,607
2327
$4.84M ﹤0.01%
182,953
+140,130
2328
$4.84M ﹤0.01%
130,995
-94,028
2329
$4.83M ﹤0.01%
143,414
-74,534
2330
$4.83M ﹤0.01%
232,381
+114,569
2331
$4.82M ﹤0.01%
235,524
+45,949
2332
$4.82M ﹤0.01%
106,146
+7,339
2333
$4.82M ﹤0.01%
163,939
-112,272
2334
$4.81M ﹤0.01%
132,363
+9,117
2335
$4.81M ﹤0.01%
97,751
-35,005
2336
$4.8M ﹤0.01%
115,237
+87,577
2337
$4.8M ﹤0.01%
2,035,504
+51,547
2338
$4.78M ﹤0.01%
95,807
-15,276
2339
$4.77M ﹤0.01%
107,552
-4,005,058
2340
$4.76M ﹤0.01%
115,590
-5,409
2341
$4.71M ﹤0.01%
24,025
+1,711
2342
$4.71M ﹤0.01%
193,067
-123,755
2343
$4.69M ﹤0.01%
119,713
+16,963
2344
$4.69M ﹤0.01%
65,930
-196,038
2345
$4.68M ﹤0.01%
202,094
+8,078
2346
$4.68M ﹤0.01%
713,936
-70,816
2347
$4.67M ﹤0.01%
43,975
-12,960
2348
$4.67M ﹤0.01%
210,477
-28,980
2349
$4.67M ﹤0.01%
103,721
-35,839
2350
$4.66M ﹤0.01%
453,230
+28,643