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
3726
$579K ﹤0.01%
20,000
+800
3727
$576K ﹤0.01%
32,853
+26,756
3728
$574K ﹤0.01%
116,726
+74,737
3729
$574K ﹤0.01%
33,807
+758
3730
$574K ﹤0.01%
18,603
+1,556
3731
$573K ﹤0.01%
11,891
-9,296
3732
$572K ﹤0.01%
38,654
+9,676
3733
$572K ﹤0.01%
22,886
+8,119
3734
$571K ﹤0.01%
63,483
+28,379
3735
$571K ﹤0.01%
92,532
-16,059
3736
$568K ﹤0.01%
51,293
+20,464
3737
$568K ﹤0.01%
46,009
-315
3738
$566K ﹤0.01%
57,615
+2,592
3739
$566K ﹤0.01%
65,332
-74,124
3740
$563K ﹤0.01%
66,240
-3,920
3741
$563K ﹤0.01%
120,638
-255,812
3742
$562K ﹤0.01%
61,294
-644,985
3743
$560K ﹤0.01%
78,281
+37,759
3744
$557K ﹤0.01%
47,538
+34,212
3745
$556K ﹤0.01%
19,254
-4,238
3746
$555K ﹤0.01%
1,907
-2,074
3747
$552K ﹤0.01%
8,065
-15,798
3748
$552K ﹤0.01%
30,009
-27,530
3749
$551K ﹤0.01%
36,738
-11,604
3750
$551K ﹤0.01%
13,445
-23,659