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
4826
$55K ﹤0.01%
3,809
+1,796
4827
$55K ﹤0.01%
2,014
+130
4828
$55K ﹤0.01%
8,596
+1,000
4829
$55K ﹤0.01%
487,263
+3,709
4830
$55K ﹤0.01%
460
-322
4831
$54K ﹤0.01%
4,010
-6,998
4832
$54K ﹤0.01%
3,943
4833
$54K ﹤0.01%
4,180
+654
4834
$54K ﹤0.01%
36,800
+34,800
4835
$54K ﹤0.01%
19,958
+2,430
4836
$54K ﹤0.01%
56,094
+4,543
4837
$53K ﹤0.01%
1,949
+658
4838
$53K ﹤0.01%
2,796
-565
4839
$53K ﹤0.01%
11,725
-1,270,417
4840
$53K ﹤0.01%
7,650
-2,765
4841
$53K ﹤0.01%
3,000
-2,600
4842
$53K ﹤0.01%
2,863
+87
4843
$53K ﹤0.01%
1,286
+885
4844
$52K ﹤0.01%
2,522
-304,447
4845
$52K ﹤0.01%
2,916
-1,062
4846
$52K ﹤0.01%
955
-3,906
4847
$52K ﹤0.01%
3,765
-3,300
4848
$52K ﹤0.01%
1,129
-52
4849
$52K ﹤0.01%
25,494
-8,638
4850
$52K ﹤0.01%
375
+125