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
4526
$115K ﹤0.01%
14,258
-304
4527
$115K ﹤0.01%
6,903
-136
4528
$115K ﹤0.01%
3,168
+2,668
4529
$115K ﹤0.01%
44,422
-15,712
4530
$115K ﹤0.01%
7,028
-1,933
4531
$115K ﹤0.01%
7,200
+1,866
4532
$115K ﹤0.01%
+4,496
4533
$114K ﹤0.01%
14,371
-3,015
4534
$114K ﹤0.01%
24,297
-72,086
4535
$114K ﹤0.01%
20,579
-3,920
4536
$114K ﹤0.01%
+4,237
4537
$114K ﹤0.01%
5,295
4538
$114K ﹤0.01%
7,692
-6,510
4539
$113K ﹤0.01%
11,918
+13
4540
$113K ﹤0.01%
10,897
-4,521
4541
$113K ﹤0.01%
8,853
-9,630
4542
$113K ﹤0.01%
35,470
+28,148
4543
$113K ﹤0.01%
22,165
-14,546
4544
$112K ﹤0.01%
7,011
+812
4545
$112K ﹤0.01%
+1,563
4546
$111K ﹤0.01%
8,000
-600
4547
$111K ﹤0.01%
14,774
+11,889
4548
$110K ﹤0.01%
37,572
-1,028
4549
$109K ﹤0.01%
14,281
4550
$109K ﹤0.01%
9,700
+9,256