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
3751
$550K ﹤0.01%
20,400
+5,300
3752
$550K ﹤0.01%
7,267
+2,646
3753
$549K ﹤0.01%
61,589
-1,625
3754
$548K ﹤0.01%
53,884
+1,114
3755
$548K ﹤0.01%
12,593
+9,423
3756
$547K ﹤0.01%
57,263
-9,433
3757
$547K ﹤0.01%
30,418
-108,700
3758
$546K ﹤0.01%
37,748
+1,372
3759
$545K ﹤0.01%
21,363
-12,407
3760
$544K ﹤0.01%
39,396
+22,732
3761
$543K ﹤0.01%
14,446
-4,544
3762
$542K ﹤0.01%
82,436
-56,642
3763
$542K ﹤0.01%
30,328
+2,639
3764
$541K ﹤0.01%
5,788
+407
3765
$541K ﹤0.01%
11,200
+10,296
3766
$541K ﹤0.01%
27,497
-713
3767
$537K ﹤0.01%
42,170
+13,145
3768
$535K ﹤0.01%
14,583
-548
3769
$535K ﹤0.01%
146,911
+142,142
3770
$534K ﹤0.01%
21,650
-658
3771
$533K ﹤0.01%
36,625
-3,336
3772
$532K ﹤0.01%
43,325
-51,308
3773
$531K ﹤0.01%
61,977
+8,680
3774
$529K ﹤0.01%
37,645
+4,500
3775
$528K ﹤0.01%
19,399
-10,544