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
4501
$121K ﹤0.01%
30,996
+18,037
4502
$121K ﹤0.01%
9,381
+4,527
4503
$121K ﹤0.01%
4,975
4504
$121K ﹤0.01%
4,859
-9,649
4505
$121K ﹤0.01%
4,807
+4,519
4506
$120K ﹤0.01%
12,811
+1,795
4507
$120K ﹤0.01%
9,336
+8,228
4508
$120K ﹤0.01%
3,206
+393
4509
$119K ﹤0.01%
2,113
+366
4510
$119K ﹤0.01%
25,470
+900
4511
$118K ﹤0.01%
3,122
+908
4512
$118K ﹤0.01%
13,413
-1,353
4513
$118K ﹤0.01%
4,222
4514
$118K ﹤0.01%
3,762
-6,600
4515
$118K ﹤0.01%
20,938
-11,050
4516
$118K ﹤0.01%
7,305
+559
4517
$118K ﹤0.01%
5,312
+3,089
4518
$117K ﹤0.01%
5,785
-1,062
4519
$117K ﹤0.01%
40,233
-26,096
4520
$117K ﹤0.01%
19,133
+9,364
4521
$117K ﹤0.01%
7,839
-24,392
4522
$116K ﹤0.01%
3,491
-4,364
4523
$116K ﹤0.01%
5,776
+4,904
4524
$116K ﹤0.01%
18,119
-14
4525
$116K ﹤0.01%
17,004
-1,437