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
4576
$104K ﹤0.01%
11,433
4577
$104K ﹤0.01%
3,152
-6,481
4578
$103K ﹤0.01%
21,050
+12,371
4579
$102K ﹤0.01%
9,609
+8,059
4580
$102K ﹤0.01%
3,306
+1,102
4581
$102K ﹤0.01%
4,595
+3,595
4582
$102K ﹤0.01%
6,010
+1,689
4583
$102K ﹤0.01%
16,896
-73,120
4584
$101K ﹤0.01%
6,595
-389
4585
$101K ﹤0.01%
324
-2,693
4586
$101K ﹤0.01%
19,229
4587
$101K ﹤0.01%
5,577
-61,275
4588
$101K ﹤0.01%
4,011
-1,599
4589
$101K ﹤0.01%
7,270
+270
4590
$100K ﹤0.01%
2,981
4591
$100K ﹤0.01%
7,688
+768
4592
$100K ﹤0.01%
13,277
+5,252
4593
$100K ﹤0.01%
6,400
+5,400
4594
$100K ﹤0.01%
16,197
-1,240
4595
$99K ﹤0.01%
46,600
-87,453
4596
$99K ﹤0.01%
2,557
-36,078
4597
$99K ﹤0.01%
13,332
-16,358
4598
$99K ﹤0.01%
5,262
+3,415
4599
$98K ﹤0.01%
4,827
-5,159
4600
$98K ﹤0.01%
4,000
+3,771