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
3826
$484K ﹤0.01%
8,297
+83
3827
$484K ﹤0.01%
2,100
-51
3828
$482K ﹤0.01%
3,411
-5,092
3829
$481K ﹤0.01%
24,874
+6,856
3830
$481K ﹤0.01%
28,201
+13,632
3831
$480K ﹤0.01%
17,644
+177
3832
$480K ﹤0.01%
38,826
-80,397
3833
$479K ﹤0.01%
+13,073
3834
$479K ﹤0.01%
9,564
-1,942
3835
$477K ﹤0.01%
19,664
-5,765
3836
$476K ﹤0.01%
28,637
+124
3837
$475K ﹤0.01%
15,933
+671
3838
$475K ﹤0.01%
54,152
-15,724
3839
$473K ﹤0.01%
18,714
3840
$471K ﹤0.01%
14,610
-6,571
3841
$471K ﹤0.01%
37,044
-60,777
3842
$469K ﹤0.01%
77,873
-2,660
3843
$466K ﹤0.01%
218,946
-910,526
3844
$465K ﹤0.01%
8,411
+8,064
3845
$463K ﹤0.01%
49,552
+2,333
3846
$463K ﹤0.01%
8,870
-3,339
3847
$462K ﹤0.01%
20,622
+19,916
3848
$460K ﹤0.01%
12,587
+7,514
3849
$458K ﹤0.01%
41,661
-6,233
3850
$457K ﹤0.01%
44,720