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
4751
$67K ﹤0.01%
3,547
-237
4752
$67K ﹤0.01%
25,073
+102
4753
$67K ﹤0.01%
2,448
+226
4754
$67K ﹤0.01%
3,000
+2,304
4755
$67K ﹤0.01%
12,075
-9,776
4756
$66K ﹤0.01%
6,000
4757
$66K ﹤0.01%
3,138
-6,916
4758
$66K ﹤0.01%
7,531
+1,008
4759
$65K ﹤0.01%
26,412
+18,722
4760
$65K ﹤0.01%
28,174
-34,488
4761
$65K ﹤0.01%
2,400
-1,400
4762
$64K ﹤0.01%
8,565
+4,226
4763
$64K ﹤0.01%
3,941
+2,864
4764
$64K ﹤0.01%
12,704
4765
$64K ﹤0.01%
34
-1
4766
$64K ﹤0.01%
5,081
+424
4767
$64K ﹤0.01%
14,745
-1,072
4768
$64K ﹤0.01%
2,302
+1,116
4769
$64K ﹤0.01%
68,667
+31,936
4770
$64K ﹤0.01%
4,257
-928
4771
$63K ﹤0.01%
6,000
4772
$63K ﹤0.01%
4,681
+33
4773
$63K ﹤0.01%
4,088
4774
$63K ﹤0.01%
2,897
-10,308
4775
$63K ﹤0.01%
3,042
+149