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
3876
$435K ﹤0.01%
17,653
-1,212
3877
$435K ﹤0.01%
31,092
-55,272
3878
$435K ﹤0.01%
11,899
-762
3879
$433K ﹤0.01%
43,105
+6,313
3880
$431K ﹤0.01%
31,397
+18,226
3881
$429K ﹤0.01%
23,758
+7,515
3882
$426K ﹤0.01%
69,140
+11,000
3883
$426K ﹤0.01%
+7,666
3884
$426K ﹤0.01%
14,582
-6,982
3885
$425K ﹤0.01%
29,184
+536
3886
$423K ﹤0.01%
13,432
+4,832
3887
$422K ﹤0.01%
70,712
+11,932
3888
$422K ﹤0.01%
5,695
-16,979
3889
$422K ﹤0.01%
22,723
-37,019
3890
$419K ﹤0.01%
7,100
+3,700
3891
$416K ﹤0.01%
10,358
-79,501
3892
$416K ﹤0.01%
22,795
+14,252
3893
$416K ﹤0.01%
10,663
-5,134
3894
$415K ﹤0.01%
23,301
+13,417
3895
$415K ﹤0.01%
13,752
+8,382
3896
$415K ﹤0.01%
11,134
-5,371
3897
$415K ﹤0.01%
27,834
-5,233
3898
$414K ﹤0.01%
22,311
+1,452
3899
$414K ﹤0.01%
17,699
+15,299
3900
$413K ﹤0.01%
20,350