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
4651
$86K ﹤0.01%
2,295
-261
4652
$86K ﹤0.01%
34,410
-6,315
4653
$86K ﹤0.01%
9,445
+8,536
4654
$86K ﹤0.01%
2,500
-168
4655
$86K ﹤0.01%
6,000
-300
4656
$86K ﹤0.01%
6,214
-14,254
4657
$86K ﹤0.01%
18,001
+3,457
4658
$86K ﹤0.01%
5,032
-2,985
4659
$85K ﹤0.01%
6,014
-127,690
4660
$85K ﹤0.01%
5,186
-894
4661
$85K ﹤0.01%
4,482
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4662
$85K ﹤0.01%
1,558
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4663
$84K ﹤0.01%
4,589
-7,138
4664
$83K ﹤0.01%
+2,403
4665
$83K ﹤0.01%
2,013
-68
4666
$83K ﹤0.01%
3,455
+3,050
4667
$83K ﹤0.01%
5,942
-2,430
4668
$83K ﹤0.01%
1,825
-574
4669
$83K ﹤0.01%
9,440
+7,766
4670
$83K ﹤0.01%
3,557
-5,100
4671
$83K ﹤0.01%
9,000
-403
4672
$83K ﹤0.01%
3,303
-2,905
4673
$82K ﹤0.01%
10,293
-1,286
4674
$82K ﹤0.01%
2,100
4675
$81K ﹤0.01%
3,758
+1,469