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
4701
$76K ﹤0.01%
6,424
-857
4702
$76K ﹤0.01%
+2,593
4703
$76K ﹤0.01%
1,444
+143
4704
$76K ﹤0.01%
+500
4705
$76K ﹤0.01%
14,378
+878
4706
$75K ﹤0.01%
4,972
-1,445
4707
$75K ﹤0.01%
16,016
-5,500
4708
$75K ﹤0.01%
10,456
-21,739
4709
$75K ﹤0.01%
2,000
4710
$75K ﹤0.01%
6,788
-621
4711
$75K ﹤0.01%
6,000
+1,190
4712
$74K ﹤0.01%
6,352
+940
4713
$74K ﹤0.01%
3,915
+978
4714
$74K ﹤0.01%
7,375
-17,274
4715
$73K ﹤0.01%
376
+336
4716
$73K ﹤0.01%
18,215
4717
$73K ﹤0.01%
2,622
-8,603
4718
$73K ﹤0.01%
38,400
+36,783
4719
$73K ﹤0.01%
10,940
+2,964
4720
$73K ﹤0.01%
3,271
+262
4721
$73K ﹤0.01%
19,700
4722
$73K ﹤0.01%
5,000
4723
$73K ﹤0.01%
6,496
-1,299
4724
$73K ﹤0.01%
22,515
+11,304
4725
$72K ﹤0.01%
7,448
-120