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
4901
$45K ﹤0.01%
3,343
+359
4902
$45K ﹤0.01%
3,086
-330
4903
$45K ﹤0.01%
6,013
+727
4904
$45K ﹤0.01%
3,218
-25,302
4905
$44K ﹤0.01%
250
4906
$44K ﹤0.01%
3,700
-241
4907
$44K ﹤0.01%
413
-1,179
4908
$44K ﹤0.01%
2,268
-208
4909
$44K ﹤0.01%
1,363
+13
4910
$44K ﹤0.01%
4,025
-11,928
4911
$44K ﹤0.01%
5,106
+554
4912
$44K ﹤0.01%
700
-17
4913
$43K ﹤0.01%
1,291
+1,101
4914
$43K ﹤0.01%
2,000
-1,120
4915
$43K ﹤0.01%
990
4916
$43K ﹤0.01%
999
-3,225
4917
$43K ﹤0.01%
122,318
-22,881
4918
$43K ﹤0.01%
3,714
-2,595
4919
$43K ﹤0.01%
3,639
+1,264
4920
$42K ﹤0.01%
1,694
+148
4921
$42K ﹤0.01%
19,545
+45
4922
$42K ﹤0.01%
1,526
+29
4923
$42K ﹤0.01%
546
+232
4924
$42K ﹤0.01%
1,030
+121
4925
$42K ﹤0.01%
637
+81