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
4201
$240K ﹤0.01%
10,210
+9,848
4202
$240K ﹤0.01%
27,380
-584
4203
$239K ﹤0.01%
+26,577
4204
$238K ﹤0.01%
6,852
-3,705
4205
$238K ﹤0.01%
53,661
-5,806
4206
$236K ﹤0.01%
4,200
+721
4207
$236K ﹤0.01%
21,909
+19,217
4208
$235K ﹤0.01%
18,692
-3,493
4209
$235K ﹤0.01%
22,124
-170
4210
$235K ﹤0.01%
29,663
+1,246
4211
$234K ﹤0.01%
19,265
-17,911
4212
$233K ﹤0.01%
8,804
-687
4213
$232K ﹤0.01%
8,332
+6,948
4214
$232K ﹤0.01%
11,092
+3,407
4215
$232K ﹤0.01%
4,601
-2,497
4216
$232K ﹤0.01%
9,995
-1,749
4217
$231K ﹤0.01%
10,487
-560
4218
$231K ﹤0.01%
17,877
-3,035
4219
$231K ﹤0.01%
9,580
-8,392
4220
$231K ﹤0.01%
23,480
+1,493
4221
$230K ﹤0.01%
4,827
-3,461
4222
$230K ﹤0.01%
13,874
+1,325
4223
$230K ﹤0.01%
7,188
-1,585
4224
$229K ﹤0.01%
6,434
+3,806
4225
$228K ﹤0.01%
233
+169
167 168
169
170 171