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
3626
$686K ﹤0.01%
54,536
-1,064
3627
$685K ﹤0.01%
13,535
-3,610
3628
$684K ﹤0.01%
51,520
+32,341
3629
$682K ﹤0.01%
3,191
-2,244
3630
$682K ﹤0.01%
18,514
-31,743
3631
$682K ﹤0.01%
14,067
+2,055
3632
$682K ﹤0.01%
173,480
+77,928
3633
$681K ﹤0.01%
17,232
-82,527
3634
$678K ﹤0.01%
185,595
+172,938
3635
$678K ﹤0.01%
49,313
-9,133
3636
$678K ﹤0.01%
87,435
+17,753
3637
$677K ﹤0.01%
20,499
-7,279
3638
$677K ﹤0.01%
39,754
-104,019
3639
$676K ﹤0.01%
62,656
+14,566
3640
$674K ﹤0.01%
99,475
-27,883
3641
$672K ﹤0.01%
459,936
+261,353
3642
$671K ﹤0.01%
488
+27
3643
$671K ﹤0.01%
9,352
-11,726
3644
$670K ﹤0.01%
114,948
+10
3645
$667K ﹤0.01%
83,428
+23,755
3646
$667K ﹤0.01%
42,102
+57
3647
$667K ﹤0.01%
112,337
+8,298
3648
$665K ﹤0.01%
52,440
+6,037
3649
$664K ﹤0.01%
62,584
+642
3650
$664K ﹤0.01%
54,556