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
4551
$109K ﹤0.01%
11,136
+477
4552
$109K ﹤0.01%
22,500
-856
4553
$109K ﹤0.01%
4,239
-770
4554
$109K ﹤0.01%
14,141
+11,223
4555
$109K ﹤0.01%
3,800
4556
$109K ﹤0.01%
12,022
+11,587
4557
$109K ﹤0.01%
10,623
+779
4558
$108K ﹤0.01%
18,320
+7,692
4559
$108K ﹤0.01%
2,569
-1,168
4560
$108K ﹤0.01%
6,196
-148,524
4561
$108K ﹤0.01%
5,698
-18,697
4562
$108K ﹤0.01%
+15,838
4563
$107K ﹤0.01%
14,559
-1,980
4564
$107K ﹤0.01%
23,065
+1,149
4565
$106K ﹤0.01%
17,603
-7,235
4566
$106K ﹤0.01%
7,296
4567
$106K ﹤0.01%
3,740
+430
4568
$106K ﹤0.01%
17,067
-3,601
4569
$106K ﹤0.01%
14,772
+59
4570
$105K ﹤0.01%
8,866
+5,472
4571
$105K ﹤0.01%
35,806
-8,410
4572
$105K ﹤0.01%
7,984
-50,129
4573
$105K ﹤0.01%
2,589
-2,262
4574
$104K ﹤0.01%
6,607
-9,603
4575
$104K ﹤0.01%
5,449
+4,623