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
4851
$52K ﹤0.01%
1,000
4852
$52K ﹤0.01%
2,977
-401
4853
$52K ﹤0.01%
4,171
-7,329
4854
$52K ﹤0.01%
261,004
+10,884
4855
$51K ﹤0.01%
9,521
-2,000
4856
$51K ﹤0.01%
2,616
+905
4857
$51K ﹤0.01%
28,228
+15,348
4858
$51K ﹤0.01%
7,000
-2,203
4859
$51K ﹤0.01%
7,500
-3,377
4860
$51K ﹤0.01%
1,367
-372
4861
$51K ﹤0.01%
51,739
-3,812
4862
$51K ﹤0.01%
3,448
+1,143
4863
$51K ﹤0.01%
627
-26
4864
$50K ﹤0.01%
36,149
-42,633
4865
$50K ﹤0.01%
5,076
+1,507
4866
$50K ﹤0.01%
1,977
+772
4867
$50K ﹤0.01%
2,066
4868
$50K ﹤0.01%
5,066
-4,363
4869
$50K ﹤0.01%
185
+16
4870
$50K ﹤0.01%
32,118
-16,285
4871
$50K ﹤0.01%
15,240
+390
4872
$50K ﹤0.01%
25,000
+17,004
4873
$50K ﹤0.01%
1,776
+776
4874
$49K ﹤0.01%
1,572
-914
4875
$49K ﹤0.01%
3,740
+1,781