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
3651
$664K ﹤0.01%
25,878
-392
3652
$663K ﹤0.01%
97,376
+8,693
3653
$662K ﹤0.01%
63,652
+14,656
3654
$662K ﹤0.01%
14,714
-5,897
3655
$662K ﹤0.01%
76,987
-477
3656
$662K ﹤0.01%
49,143
-4,473
3657
$661K ﹤0.01%
36,144
-65,350
3658
$659K ﹤0.01%
73,972
-38,881
3659
$659K ﹤0.01%
41,015
+22,291
3660
$656K ﹤0.01%
149,013
+20,290
3661
$655K ﹤0.01%
31,506
+5,834
3662
$655K ﹤0.01%
26,881
+11,197
3663
$655K ﹤0.01%
47,209
+2,206
3664
$653K ﹤0.01%
31,688
-8,290
3665
$653K ﹤0.01%
29,577
+2,389
3666
$652K ﹤0.01%
13,375
-208,640
3667
$652K ﹤0.01%
6,600
-5,047
3668
$651K ﹤0.01%
40,663
+1,867
3669
$650K ﹤0.01%
41,165
-1,163
3670
$650K ﹤0.01%
68,515
+1,676
3671
$650K ﹤0.01%
50,000
3672
$650K ﹤0.01%
28,101
-52,921
3673
$648K ﹤0.01%
54,010
-62,504
3674
$648K ﹤0.01%
19,629
-11,853
3675
$647K ﹤0.01%
13,729
-32,963