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
4351
$172K ﹤0.01%
11,328
+9,974
4352
$172K ﹤0.01%
62,810
-140,826
4353
$171K ﹤0.01%
9,000
-894
4354
$171K ﹤0.01%
9,496
+6,486
4355
$171K ﹤0.01%
52,041
+39,756
4356
$171K ﹤0.01%
46,329
-17,096
4357
$170K ﹤0.01%
6,876
+544
4358
$167K ﹤0.01%
4,817
+1,985
4359
$167K ﹤0.01%
11,955
+14
4360
$167K ﹤0.01%
31,100
-57,503
4361
$166K ﹤0.01%
3,366
-2,076
4362
$166K ﹤0.01%
16,375
4363
$166K ﹤0.01%
7,024
+174
4364
$165K ﹤0.01%
27,186
+2,523
4365
$165K ﹤0.01%
2,041
-14,870
4366
$165K ﹤0.01%
10,763
-44
4367
$165K ﹤0.01%
2,504
-3,028
4368
$165K ﹤0.01%
7,011
-252
4369
$165K ﹤0.01%
8,814
+346
4370
$165K ﹤0.01%
6,173
-37,692
4371
$164K ﹤0.01%
3,276
-6,837
4372
$164K ﹤0.01%
12,200
-394
4373
$164K ﹤0.01%
25,852
-9,892
4374
$164K ﹤0.01%
11,640
-1,750
4375
$164K ﹤0.01%
2,755