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
4401
$155K ﹤0.01%
2,780
-10
4402
$155K ﹤0.01%
200
4403
$155K ﹤0.01%
9,586
+6,750
4404
$155K ﹤0.01%
19,355
+5,942
4405
$154K ﹤0.01%
10,735
-902
4406
$154K ﹤0.01%
1,068
-100
4407
$154K ﹤0.01%
11,438
-9,215
4408
$153K ﹤0.01%
4,702
+18
4409
$153K ﹤0.01%
23,567
-9,298
4410
$152K ﹤0.01%
28,010
4411
$152K ﹤0.01%
17,841
+76
4412
$152K ﹤0.01%
70,851
4413
$152K ﹤0.01%
8,775
+795
4414
$151K ﹤0.01%
611
+285
4415
$151K ﹤0.01%
4,419
-8,862
4416
$151K ﹤0.01%
5,019
-4,131
4417
$150K ﹤0.01%
8,702
+4,000
4418
$149K ﹤0.01%
5,973
+817
4419
$149K ﹤0.01%
25,179
+12,324
4420
$149K ﹤0.01%
6,478
-18,015
4421
$149K ﹤0.01%
11,317
4422
$148K ﹤0.01%
7,690
-17
4423
$148K ﹤0.01%
4,787
-317
4424
$147K ﹤0.01%
22,287
+9,783
4425
$147K ﹤0.01%
+7,576