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
3526
$800K ﹤0.01%
71,079
+70,744
3527
$799K ﹤0.01%
15,594
+87
3528
$797K ﹤0.01%
30,701
+6,998
3529
$796K ﹤0.01%
30,120
+273
3530
$794K ﹤0.01%
96,633
-32,898
3531
$792K ﹤0.01%
115,147
+4,830
3532
$788K ﹤0.01%
+30,854
3533
$785K ﹤0.01%
16,452
-5,619
3534
$784K ﹤0.01%
17,875
-1,608
3535
$784K ﹤0.01%
74,115
+7,624
3536
$784K ﹤0.01%
30,295
+13,893
3537
$783K ﹤0.01%
17,394
+13,525
3538
$780K ﹤0.01%
34,346
-112,498
3539
$775K ﹤0.01%
57,194
-117,984
3540
$775K ﹤0.01%
68,889
-38,156
3541
$774K ﹤0.01%
35,104
-31,847
3542
$774K ﹤0.01%
696
-1,131
3543
$771K ﹤0.01%
28,717
-3,525
3544
$771K ﹤0.01%
13,139
-186
3545
$768K ﹤0.01%
48,525
-5,544
3546
$765K ﹤0.01%
40,750
+1,857
3547
$764K ﹤0.01%
87,413
+11,836
3548
$761K ﹤0.01%
38,995
+372
3549
$761K ﹤0.01%
26,384
-692
3550
$760K ﹤0.01%
12,048
-765