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
3451
$900K ﹤0.01%
54,585
-23,953
3452
$900K ﹤0.01%
240,007
-22,314
3453
$898K ﹤0.01%
236,865
-4,080
3454
$895K ﹤0.01%
55,154
+13,373
3455
$892K ﹤0.01%
34,647
+1,820
3456
$891K ﹤0.01%
43,970
-35,800
3457
$887K ﹤0.01%
23,335
-5,330
3458
$883K ﹤0.01%
68,269
-50,410
3459
$882K ﹤0.01%
59,246
+38,447
3460
$880K ﹤0.01%
17,914
+12,122
3461
$879K ﹤0.01%
46,299
+7,370
3462
$876K ﹤0.01%
54,396
-1,028
3463
$874K ﹤0.01%
27,900
+14,455
3464
$874K ﹤0.01%
349,389
-44,529
3465
$872K ﹤0.01%
58,594
-11,780
3466
$869K ﹤0.01%
90,365
-1,568
3467
$868K ﹤0.01%
19,153
-5,721
3468
$867K ﹤0.01%
39,712
-13,095
3469
$862K ﹤0.01%
+5
3470
$861K ﹤0.01%
40,128
-4,878
3471
$858K ﹤0.01%
103,901
+64,188
3472
$858K ﹤0.01%
437,912
-8
3473
$857K ﹤0.01%
28,283
-9,742
3474
$857K ﹤0.01%
26,586
-170,578
3475
$854K ﹤0.01%
297,416
+23,707