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
4476
$130K ﹤0.01%
5,054
+4,865
4477
$129K ﹤0.01%
6,716
4478
$129K ﹤0.01%
+4,000
4479
$129K ﹤0.01%
+10,000
4480
$129K ﹤0.01%
8,892
-49,392
4481
$128K ﹤0.01%
37,523
+33,197
4482
$127K ﹤0.01%
2,240
+400
4483
$126K ﹤0.01%
24,628
-9,882
4484
$125K ﹤0.01%
+29,543
4485
$125K ﹤0.01%
13,295
-4,169
4486
$125K ﹤0.01%
+2,321
4487
$125K ﹤0.01%
8,407
+545
4488
$125K ﹤0.01%
8,002
+2,696
4489
$124K ﹤0.01%
15,637
+13,838
4490
$124K ﹤0.01%
+2,297
4491
$124K ﹤0.01%
4,233
+3,302
4492
$124K ﹤0.01%
5,372
-2,484
4493
$124K ﹤0.01%
4,839
-123
4494
$123K ﹤0.01%
26,680
-500
4495
$123K ﹤0.01%
70,129
+9,621
4496
$123K ﹤0.01%
18,426
+1,828
4497
$122K ﹤0.01%
9,404
+6,329
4498
$122K ﹤0.01%
18,456
+17,019
4499
$122K ﹤0.01%
21,325
-3,752
4500
$122K ﹤0.01%
6,923
-38,815