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
3426
$945K ﹤0.01%
81,428
-28,524
3427
$943K ﹤0.01%
33,192
+17,265
3428
$941K ﹤0.01%
53,034
-11,761
3429
$939K ﹤0.01%
26,384
+1,865
3430
$938K ﹤0.01%
216,995
+36,366
3431
$936K ﹤0.01%
102,339
+3,024
3432
$936K ﹤0.01%
76,251
+34,063
3433
$935K ﹤0.01%
1,727,864
-3,239,376
3434
$934K ﹤0.01%
30,666
+53
3435
$934K ﹤0.01%
420,588
-146,459
3436
$931K ﹤0.01%
89,420
+15,420
3437
$927K ﹤0.01%
160,297
+33,652
3438
$926K ﹤0.01%
114,978
+43,731
3439
$925K ﹤0.01%
56,810
-5,899
3440
$923K ﹤0.01%
18,843
-13,320
3441
$918K ﹤0.01%
20,721
-314
3442
$918K ﹤0.01%
+188
3443
$917K ﹤0.01%
13,093
-47,650
3444
$914K ﹤0.01%
17,475
+14,645
3445
$913K ﹤0.01%
28,676
+17,499
3446
$910K ﹤0.01%
41,417
+19,973
3447
$909K ﹤0.01%
146,385
+82,642
3448
$907K ﹤0.01%
29,988
-49,867
3449
$907K ﹤0.01%
72,195
+11,790
3450
$903K ﹤0.01%
64,675
-1,968