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
4076
$303K ﹤0.01%
19,769
+3,560
4077
$302K ﹤0.01%
99,908
-1,809
4078
$302K ﹤0.01%
21,186
-75,000
4079
$301K ﹤0.01%
26,888
-16
4080
$301K ﹤0.01%
46,317
-76,804
4081
$301K ﹤0.01%
9,210
-2,031
4082
$301K ﹤0.01%
22,604
-20,574
4083
$300K ﹤0.01%
16,459
+2,871
4084
$300K ﹤0.01%
6,216
-381
4085
$299K ﹤0.01%
21,494
+1,876
4086
$298K ﹤0.01%
21,177
+96
4087
$296K ﹤0.01%
15,836
+1,297
4088
$296K ﹤0.01%
11,634
-6,012
4089
$296K ﹤0.01%
30,656
-557
4090
$295K ﹤0.01%
7,811
+33
4091
$294K ﹤0.01%
27,500
+4,024
4092
$293K ﹤0.01%
5,515
-8,726
4093
$293K ﹤0.01%
18,703
-13,004
4094
$293K ﹤0.01%
7,350
-5,209
4095
$292K ﹤0.01%
18,434
+10,337
4096
$292K ﹤0.01%
6,613
+486
4097
$291K ﹤0.01%
6,932
+131
4098
$290K ﹤0.01%
811,015
+63,769
4099
$289K ﹤0.01%
42,679
4100
$289K ﹤0.01%
20,555
+6,991