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
4726
$71K ﹤0.01%
1,216
-4,080
4727
$71K ﹤0.01%
7,152
-14,800
4728
$71K ﹤0.01%
8,034
+880
4729
0
4730
$71K ﹤0.01%
20,486
4731
$71K ﹤0.01%
3,140
-21,010
4732
$71K ﹤0.01%
9,588
-1,028
4733
$70K ﹤0.01%
1,980
-379
4734
$70K ﹤0.01%
30,189
+333
4735
$70K ﹤0.01%
+17,721
4736
$70K ﹤0.01%
9,674
-2,500
4737
$70K ﹤0.01%
+208
4738
$70K ﹤0.01%
10,250
-782
4739
$70K ﹤0.01%
+2,815
4740
$70K ﹤0.01%
6,141
4741
$70K ﹤0.01%
4,862
4742
$70K ﹤0.01%
7,186
-1,590
4743
$70K ﹤0.01%
13,862
-429,465
4744
$69K ﹤0.01%
3,350
4745
$69K ﹤0.01%
2,631
-430
4746
$69K ﹤0.01%
+2,750
4747
$69K ﹤0.01%
12,067
-7,096
4748
$68K ﹤0.01%
3,124
+816
4749
$68K ﹤0.01%
3,525
-2,500
4750
$67K ﹤0.01%
8,216