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
2376
$4.46M ﹤0.01%
189,475
+44,246
2377
$4.46M ﹤0.01%
537,517
+81,787
2378
$4.46M ﹤0.01%
333,426
-23,808
2379
$4.46M ﹤0.01%
131,600
-40,427
2380
$4.46M ﹤0.01%
76,577
+75,250
2381
$4.46M ﹤0.01%
171,647
+27,296
2382
$4.44M ﹤0.01%
1,398
+73
2383
$4.43M ﹤0.01%
321,256
+238,126
2384
$4.41M ﹤0.01%
238,760
-58,336
2385
$4.41M ﹤0.01%
255,091
+81,202
2386
$4.41M ﹤0.01%
111,852
-91,421
2387
$4.4M ﹤0.01%
151,307
-16,919
2388
$4.39M ﹤0.01%
661,473
-155,952
2389
$4.38M ﹤0.01%
161,400
+12,449
2390
$4.38M ﹤0.01%
165,664
+3,644
2391
$4.38M ﹤0.01%
280,530
-113,182
2392
$4.37M ﹤0.01%
231,483
+6,314
2393
$4.36M ﹤0.01%
686,353
+95,235
2394
$4.35M ﹤0.01%
269,562
+24,269
2395
$4.34M ﹤0.01%
115,318
+48,608
2396
$4.32M ﹤0.01%
74,051
-65,679
2397
$4.31M ﹤0.01%
187,855
+14,564
2398
$4.31M ﹤0.01%
300,011
-38,532
2399
$4.28M ﹤0.01%
294,831
-60,989
2400
$4.28M ﹤0.01%
163,530
-3,336