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
4101
$288K ﹤0.01%
20,485
+15,875
4102
$288K ﹤0.01%
11,858
-112
4103
$288K ﹤0.01%
55,286
+19,907
4104
$285K ﹤0.01%
35,412
+31,001
4105
$284K ﹤0.01%
8,172
-394
4106
$284K ﹤0.01%
25,721
-15,397
4107
$284K ﹤0.01%
28,084
+4,122
4108
$284K ﹤0.01%
6,314
+2,956
4109
$284K ﹤0.01%
15,796
+5,790
4110
$284K ﹤0.01%
27,350
+1,899
4111
$284K ﹤0.01%
50,724
+48,167
4112
$283K ﹤0.01%
5,845
+715
4113
$283K ﹤0.01%
36,380
-500
4114
$283K ﹤0.01%
39,688
-72,390
4115
$282K ﹤0.01%
11,781
-2,444
4116
$282K ﹤0.01%
+13,578
4117
$282K ﹤0.01%
11,231
+4,827
4118
$282K ﹤0.01%
23,906
-4,684
4119
$282K ﹤0.01%
205,724
-114,544
4120
$280K ﹤0.01%
34,266
-193,823
4121
$280K ﹤0.01%
34,130
-21,051
4122
$280K ﹤0.01%
15,974
+3,441
4123
$280K ﹤0.01%
7,950
-1,217
4124
$279K ﹤0.01%
36,106
-3,418
4125
$279K ﹤0.01%
14,234
+3,061