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
4326
$180K ﹤0.01%
5,409
+2,588
4327
$180K ﹤0.01%
8,742
-2,134
4328
$180K ﹤0.01%
4,014
-1,593
4329
$179K ﹤0.01%
10,529
+132
4330
$179K ﹤0.01%
320,151
-701,420
4331
$179K ﹤0.01%
6,401
+5,537
4332
$178K ﹤0.01%
25,209
-3,154
4333
$178K ﹤0.01%
9,601
-1,206
4334
$177K ﹤0.01%
4,270
-6,454
4335
$177K ﹤0.01%
7,518
-2,860
4336
$176K ﹤0.01%
1,991
-20,197
4337
$176K ﹤0.01%
+32,586
4338
$175K ﹤0.01%
11,551
+10,512
4339
$175K ﹤0.01%
13,100
-38,120
4340
$175K ﹤0.01%
30,452
+780
4341
$174K ﹤0.01%
14,085
-7,218
4342
$174K ﹤0.01%
10
-2
4343
$174K ﹤0.01%
115,160
-161,552
4344
$174K ﹤0.01%
67,300
4345
$173K ﹤0.01%
10,740
4346
$173K ﹤0.01%
12,997
+2,090
4347
$173K ﹤0.01%
7,696
+710
4348
$173K ﹤0.01%
5,312
-1,518
4349
$173K ﹤0.01%
20,121
+7,097
4350
$172K ﹤0.01%
9,884
-1,205