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
2426
$4.13M ﹤0.01%
316,034
-26,175
2427
$4.12M ﹤0.01%
78,982
+11,225
2428
$4.11M ﹤0.01%
180,487
-12,030
2429
$4.09M ﹤0.01%
6,809
-786
2430
$4.09M ﹤0.01%
155,849
-5,519
2431
$4.09M ﹤0.01%
247,061
-2,234
2432
$4.08M ﹤0.01%
198,204
+132,575
2433
$4.08M ﹤0.01%
49,461
-8,531
2434
$4.08M ﹤0.01%
135,227
-946
2435
$4.07M ﹤0.01%
190,812
+28,776
2436
$4.06M ﹤0.01%
496,305
+93,645
2437
$4.06M ﹤0.01%
141,838
+13,593
2438
$4.05M ﹤0.01%
186,683
-26,104
2439
$4.05M ﹤0.01%
97,452
+32,525
2440
$4.05M ﹤0.01%
205,130
+6,762
2441
$4.05M ﹤0.01%
1,030,277
+298,338
2442
$4.04M ﹤0.01%
101,862
-2,403
2443
$4.03M ﹤0.01%
112,995
-63,669
2444
$4.03M ﹤0.01%
105,238
-87,433
2445
$4.02M ﹤0.01%
198,376
+28,767
2446
$4M ﹤0.01%
89,548
+43,335
2447
$4M ﹤0.01%
229,974
+187,491
2448
$4M ﹤0.01%
205,974
-11,124
2449
$3.99M ﹤0.01%
233,342
-23,597
2450
$3.99M ﹤0.01%
77,513
+903