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
3376
$1.02M ﹤0.01%
41,435
+7,104
3377
$1.02M ﹤0.01%
101,970
-29,985
3378
$1.02M ﹤0.01%
116,237
-7,026
3379
$1.02M ﹤0.01%
180,244
+28,958
3380
$1.02M ﹤0.01%
72,092
+1,396
3381
$1.01M ﹤0.01%
87,575
+31,067
3382
$1.01M ﹤0.01%
6,062
+12
3383
$1.01M ﹤0.01%
772,214
+625,954
3384
$1.01M ﹤0.01%
34,874
+33,388
3385
$1.01M ﹤0.01%
81,125
-14,405
3386
$1.01M ﹤0.01%
44,896
+18,248
3387
$1.01M ﹤0.01%
97,990
-29,474
3388
$1.01M ﹤0.01%
64,376
-90,458
3389
$1M ﹤0.01%
75,905
-2,553
3390
$1M ﹤0.01%
72,357
-13,653
3391
$1M ﹤0.01%
79,019
-18,755
3392
$1M ﹤0.01%
14,677
-5,819
3393
$1M ﹤0.01%
75,802
+411
3394
$1M ﹤0.01%
34,378
-1,251
3395
$1M ﹤0.01%
84,382
+9,293
3396
$1M ﹤0.01%
34,321
-60,148
3397
$998K ﹤0.01%
18,479
+11,057
3398
$994K ﹤0.01%
8,644
+7,718
3399
$993K ﹤0.01%
557,285
+2
3400
$990K ﹤0.01%
16,573
+4,019