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
4626
$92K ﹤0.01%
13,167
+12,000
4627
$92K ﹤0.01%
3,413
+794
4628
$92K ﹤0.01%
12,800
+12,000
4629
$92K ﹤0.01%
10,823
-1,060
4630
$92K ﹤0.01%
10,572
-29,264
4631
$91K ﹤0.01%
2,668
+2,468
4632
$91K ﹤0.01%
6,030
-460
4633
$90K ﹤0.01%
8,463
+2,172
4634
$90K ﹤0.01%
5,704
-4
4635
$90K ﹤0.01%
7,507
+7,107
4636
$90K ﹤0.01%
32,700
+24,765
4637
$90K ﹤0.01%
8,775
+769
4638
$89K ﹤0.01%
2,106
4639
$89K ﹤0.01%
2,169
-6,191
4640
$89K ﹤0.01%
13,689
-1,023
4641
$89K ﹤0.01%
3,509
+1,157
4642
$88K ﹤0.01%
12,144
4643
$88K ﹤0.01%
9,301
-14,965
4644
$88K ﹤0.01%
14,621
+2,867
4645
$88K ﹤0.01%
2,760
-106
4646
$88K ﹤0.01%
6,526
+5,724
4647
$88K ﹤0.01%
1,961
+950
4648
$88K ﹤0.01%
12,257
+8,041
4649
$87K ﹤0.01%
2,150
-730
4650
$87K ﹤0.01%
1,728
-7,333