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
4801
$59K ﹤0.01%
3,802
-358
4802
$59K ﹤0.01%
4,470
+690
4803
$58K ﹤0.01%
2,955
+538
4804
$58K ﹤0.01%
3,892
+1,485
4805
$58K ﹤0.01%
10,385
4806
$58K ﹤0.01%
2,240
-130
4807
$58K ﹤0.01%
6,977
-9,052
4808
$58K ﹤0.01%
19,681
-6,778
4809
$58K ﹤0.01%
5,887
-5,551
4810
$58K ﹤0.01%
3,250
-1,008
4811
$57K ﹤0.01%
9,468
4812
$57K ﹤0.01%
1,000
-86
4813
$57K ﹤0.01%
2,803
+1,989
4814
$57K ﹤0.01%
3,365
4815
$57K ﹤0.01%
10,771
+9,245
4816
$57K ﹤0.01%
1,172
-1,276
4817
$56K ﹤0.01%
10,334
-8,734
4818
$56K ﹤0.01%
5,730
-113,265
4819
$56K ﹤0.01%
1,300
4820
$56K ﹤0.01%
2,375
+1,545
4821
$56K ﹤0.01%
2,085
-3,119
4822
$56K ﹤0.01%
5,104
-2,245
4823
$56K ﹤0.01%
6,000
4824
$55K ﹤0.01%
10,300
4825
$55K ﹤0.01%
26,317
-65,674