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
4376
$164K ﹤0.01%
8,722
-479
4377
$164K ﹤0.01%
22,355
+6,796
4378
$164K ﹤0.01%
6,529
+4,859
4379
$163K ﹤0.01%
4,749
+1,287
4380
$162K ﹤0.01%
6,048
-2,677
4381
$162K ﹤0.01%
15,736
+705
4382
$162K ﹤0.01%
3,855
-1,000
4383
$161K ﹤0.01%
7,209
-531
4384
$161K ﹤0.01%
782
-4,193
4385
$161K ﹤0.01%
5,207
+4,149
4386
$161K ﹤0.01%
+16,000
4387
$160K ﹤0.01%
679
-236
4388
$160K ﹤0.01%
8,761
-149,718
4389
$160K ﹤0.01%
24,500
+4,000
4390
$159K ﹤0.01%
5,775
+5,374
4391
$159K ﹤0.01%
11,340
4392
$159K ﹤0.01%
6,000
+2,000
4393
$158K ﹤0.01%
18,892
-12,568
4394
$158K ﹤0.01%
619
-224
4395
0
4396
$158K ﹤0.01%
13,307
+184
4397
$158K ﹤0.01%
6,100
4398
$157K ﹤0.01%
3,510
-209
4399
$157K ﹤0.01%
23,295
-114,902
4400
$157K ﹤0.01%
14,237
-1,006