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
3501
$827K ﹤0.01%
33,579
+1,577
3502
$826K ﹤0.01%
52,796
+15,772
3503
$825K ﹤0.01%
35,310
+4,878
3504
$824K ﹤0.01%
81,463
-2,554
3505
$821K ﹤0.01%
29,196
+17,600
3506
$821K ﹤0.01%
49,789
+7,698
3507
$819K ﹤0.01%
92,532
+3,751
3508
$818K ﹤0.01%
26,943
-67,378
3509
$818K ﹤0.01%
521,260
+511,260
3510
$817K ﹤0.01%
83,234
+2,921
3511
$817K ﹤0.01%
106,817
+38,816
3512
$814K ﹤0.01%
41,190
-942
3513
$813K ﹤0.01%
62,076
-1,599
3514
$813K ﹤0.01%
16,760
-417
3515
$812K ﹤0.01%
59,383
-9,699
3516
$810K ﹤0.01%
277,603
+229,363
3517
$808K ﹤0.01%
17,590
+2,417
3518
$807K ﹤0.01%
40,297
+554
3519
$806K ﹤0.01%
146,269
-3,016
3520
$805K ﹤0.01%
13,654
-909
3521
$803K ﹤0.01%
161,500
+30,000
3522
$803K ﹤0.01%
36,568
+26,791
3523
$801K ﹤0.01%
43,519
+3,270
3524
$800K ﹤0.01%
38,553
-22,006
3525
$800K ﹤0.01%
33,050
+14,069