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
3601
$711K ﹤0.01%
42,638
-531,421
3602
$711K ﹤0.01%
44,974
+11,906
3603
$710K ﹤0.01%
118,507
-72,696
3604
$710K ﹤0.01%
39,387
-30,633
3605
$710K ﹤0.01%
53,367
-4,283
3606
$709K ﹤0.01%
49,130
3607
$707K ﹤0.01%
11,295
-11,100
3608
$707K ﹤0.01%
47,731
-11,547
3609
$706K ﹤0.01%
26,269
+146
3610
$706K ﹤0.01%
26,150
-56,127
3611
$702K ﹤0.01%
28,106
+1,537
3612
$700K ﹤0.01%
34,389
+15,754
3613
$699K ﹤0.01%
22,710
+2,775
3614
$696K ﹤0.01%
13,048
-65,158
3615
$694K ﹤0.01%
10,815
-597
3616
$693K ﹤0.01%
18,139
-8,428
3617
$693K ﹤0.01%
122,309
-74,774
3618
$691K ﹤0.01%
26,864
+7,339
3619
$689K ﹤0.01%
109,091
+29,787
3620
$689K ﹤0.01%
155,005
-79,404
3621
$689K ﹤0.01%
27,153
-41,956
3622
$689K ﹤0.01%
105,181
+14,089
3623
$688K ﹤0.01%
38,467
+25,339
3624
$687K ﹤0.01%
40,106
+2,378
3625
$687K ﹤0.01%
127,233
-150,069