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
3776
$528K ﹤0.01%
56,734
+23,919
3777
$528K ﹤0.01%
115,577
+16,328
3778
$527K ﹤0.01%
52,222
+854
3779
$527K ﹤0.01%
37,775
+10,990
3780
$525K ﹤0.01%
28,004
-15,572
3781
$524K ﹤0.01%
38,954
+17,250
3782
$522K ﹤0.01%
41,670
-3,017
3783
$522K ﹤0.01%
32,108
-971
3784
$521K ﹤0.01%
17,050
+16,604
3785
$521K ﹤0.01%
36,408
+36,198
3786
$521K ﹤0.01%
32,310
+3,158
3787
$520K ﹤0.01%
1,408,750
-82,243
3788
$518K ﹤0.01%
21,168
-156
3789
$516K ﹤0.01%
127,382
+124,821
3790
$516K ﹤0.01%
22,503
+19,659
3791
$515K ﹤0.01%
48,737
+15,628
3792
$514K ﹤0.01%
3,845
-1,021
3793
$513K ﹤0.01%
38,523
+8,480
3794
$512K ﹤0.01%
73,207
+751
3795
$511K ﹤0.01%
66,126
+49,565
3796
$511K ﹤0.01%
106,475
+4,200
3797
$510K ﹤0.01%
11,745
-12,147
3798
$509K ﹤0.01%
40,778
-5,557
3799
$509K ﹤0.01%
40,594
-41,822
3800
$507K ﹤0.01%
85,662
-146,900