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
3551
$759K ﹤0.01%
31,365
+670
3552
$757K ﹤0.01%
10,541
-26,436
3553
$756K ﹤0.01%
26,532
-232
3554
$755K ﹤0.01%
55,255
-53,915
3555
$755K ﹤0.01%
31,013
+21,156
3556
$753K ﹤0.01%
35,374
+1,271
3557
$752K ﹤0.01%
47,789
+6,215
3558
$752K ﹤0.01%
29,126
+14,822
3559
$752K ﹤0.01%
46,579
-3,063
3560
$751K ﹤0.01%
20,116
+543
3561
$750K ﹤0.01%
102,297
+1,257
3562
$749K ﹤0.01%
23,656
+5,384
3563
$749K ﹤0.01%
117,282
-25,004
3564
$745K ﹤0.01%
926,812
-789,048
3565
$744K ﹤0.01%
13,120
+4,747
3566
$744K ﹤0.01%
223,427
-264,184
3567
$743K ﹤0.01%
20,404
-12,056
3568
$742K ﹤0.01%
64,790
+13,425
3569
$742K ﹤0.01%
4,184
+2,916
3570
$742K ﹤0.01%
22,941
+7,597
3571
$742K ﹤0.01%
61,041
-18,698
3572
$741K ﹤0.01%
29,717
-6,126
3573
$740K ﹤0.01%
28,974
-29,566
3574
$739K ﹤0.01%
67,382
-16,023
3575
$739K ﹤0.01%
65,812
-1,689