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
4251
0
4252
$218K ﹤0.01%
9,301
-1,930
4253
$218K ﹤0.01%
30,000
-414
4254
$217K ﹤0.01%
19,194
-7,900
4255
$217K ﹤0.01%
14,660
-10,629
4256
$216K ﹤0.01%
12,951
+2,657
4257
$215K ﹤0.01%
9,698
-200,598
4258
$215K ﹤0.01%
14,139
+446
4259
$215K ﹤0.01%
10,000
4260
$214K ﹤0.01%
4,198
+546
4261
$214K ﹤0.01%
14,363
+3,318
4262
$213K ﹤0.01%
18,309
+384
4263
$213K ﹤0.01%
12,840
-309
4264
$213K ﹤0.01%
14,735
+8
4265
$212K ﹤0.01%
5,702
+3,865
4266
$212K ﹤0.01%
53,854
+51,401
4267
$212K ﹤0.01%
23,828
-690
4268
$212K ﹤0.01%
7,750
-8,359
4269
$211K ﹤0.01%
8,535
+5,780
4270
$211K ﹤0.01%
6,477
+3,565
4271
$211K ﹤0.01%
19,243
-270
4272
$210K ﹤0.01%
12,236
-11,503
4273
$210K ﹤0.01%
12,188
-14,972
4274
$210K ﹤0.01%
23,341
+5,405
4275
$209K ﹤0.01%
25,873
-1,309