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
4926
$42K ﹤0.01%
1,700
4927
$41K ﹤0.01%
2,250
-2,956
4928
$41K ﹤0.01%
75,716
-110,951
4929
$41K ﹤0.01%
2,102
+558
4930
$41K ﹤0.01%
2,071
-662
4931
$41K ﹤0.01%
7,972
-19,450
4932
$41K ﹤0.01%
1,867
-33,808
4933
$41K ﹤0.01%
70,784
+10,820
4934
$40K ﹤0.01%
2,735
+1,380
4935
$40K ﹤0.01%
20,551
-8,331
4936
$40K ﹤0.01%
121
+52
4937
$40K ﹤0.01%
800
4938
0
4939
$40K ﹤0.01%
6,300
4940
$40K ﹤0.01%
5,014
-180
4941
$40K ﹤0.01%
2,312
-27,391
4942
$40K ﹤0.01%
5,163
+4,560
4943
$39K ﹤0.01%
8,885
-483,660
4944
$39K ﹤0.01%
1,036
-182
4945
$39K ﹤0.01%
1,840
-2,184
4946
$39K ﹤0.01%
3,882
-304
4947
$39K ﹤0.01%
18,175
+8,092
4948
$39K ﹤0.01%
1,500
4949
$39K ﹤0.01%
+3,118
4950
$38K ﹤0.01%
+8,936