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
4951
$38K ﹤0.01%
1,712
-84,506
4952
$38K ﹤0.01%
4,381
-121,300
4953
$38K ﹤0.01%
2,343
-1,381
4954
$38K ﹤0.01%
2,984
-146
4955
$38K ﹤0.01%
5,365
-25,673
4956
$38K ﹤0.01%
1,675
-3,090
4957
$38K ﹤0.01%
3,250
-500
4958
0
4959
$38K ﹤0.01%
142
-15
4960
$37K ﹤0.01%
1
4961
$37K ﹤0.01%
659
-234
4962
$37K ﹤0.01%
3,800
-1,271
4963
$37K ﹤0.01%
2,597
-170
4964
$37K ﹤0.01%
2,000
4965
$37K ﹤0.01%
1,469
-1
4966
$37K ﹤0.01%
680
4967
$37K ﹤0.01%
2,400
+1,777
4968
$37K ﹤0.01%
2,500
4969
$37K ﹤0.01%
4,094
-3,084
4970
$37K ﹤0.01%
+3,692
4971
$37K ﹤0.01%
950
4972
$37K ﹤0.01%
2,700
4973
$36K ﹤0.01%
584
+115
4974
$36K ﹤0.01%
4,654
+3,314
4975
$36K ﹤0.01%
4,175
-3,015