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
4601
$98K ﹤0.01%
10,879
-79,312
4602
$97K ﹤0.01%
4,866
+238
4603
$97K ﹤0.01%
13,106
-940
4604
$97K ﹤0.01%
5,445
-4,111
4605
$97K ﹤0.01%
6,655
-1,225
4606
$97K ﹤0.01%
10,702
+4,415
4607
$97K ﹤0.01%
9,201
+5,993
4608
$96K ﹤0.01%
11,030
-606,380
4609
$96K ﹤0.01%
4,544
-140
4610
$96K ﹤0.01%
1,551
4611
$96K ﹤0.01%
806
+713
4612
$95K ﹤0.01%
2,974
-4,177
4613
$95K ﹤0.01%
5,041
-2
4614
$95K ﹤0.01%
2,530
-169
4615
$95K ﹤0.01%
3,398
+1,326
4616
$95K ﹤0.01%
6,722
-4,170
4617
$94K ﹤0.01%
8,953
+6,502
4618
$94K ﹤0.01%
6,503
-1,588
4619
$94K ﹤0.01%
6,378
-11,370
4620
$93K ﹤0.01%
11,817
4621
$93K ﹤0.01%
2,300
-3,074
4622
$93K ﹤0.01%
3,719
4623
$93K ﹤0.01%
149,181
-256,512
4624
$92K ﹤0.01%
2,737
+768
4625
$92K ﹤0.01%
6,370
-7