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
4426
$147K ﹤0.01%
10,967
-7,041
4427
$146K ﹤0.01%
12,344
-377
4428
$146K ﹤0.01%
5,437
-6,001
4429
$146K ﹤0.01%
10,287
+1,905
4430
$145K ﹤0.01%
19,175
+976
4431
$144K ﹤0.01%
12,110
-477
4432
$144K ﹤0.01%
31,963
+10,357
4433
$144K ﹤0.01%
5,698
+4,106
4434
$143K ﹤0.01%
7,676
-269
4435
$143K ﹤0.01%
8,707
-37,264
4436
$143K ﹤0.01%
8,526
+2,476
4437
$143K ﹤0.01%
9,639
+500
4438
$142K ﹤0.01%
267
-121
4439
$141K ﹤0.01%
14,092
-138
4440
$141K ﹤0.01%
64,179
-10,065
4441
$140K ﹤0.01%
2,000
4442
$140K ﹤0.01%
21,676
+14,408
4443
$140K ﹤0.01%
11,969
+10,265
4444
$140K ﹤0.01%
565
4445
$139K ﹤0.01%
8,088
-64,963
4446
$139K ﹤0.01%
18,606
-3,634
4447
$139K ﹤0.01%
25,420
-556,242
4448
$138K ﹤0.01%
6,533
+624
4449
$138K ﹤0.01%
2,818
-1,964
4450
$137K ﹤0.01%
17,538
-101,413