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
5001
$34K ﹤0.01%
1,300
5002
$34K ﹤0.01%
1,000
-5
5003
$33K ﹤0.01%
6,293
-1,550
5004
$33K ﹤0.01%
1,540
-6,274
5005
$33K ﹤0.01%
+5,000
5006
$33K ﹤0.01%
13,662
-25,629
5007
$33K ﹤0.01%
1,300
-51,208
5008
$33K ﹤0.01%
11,945
+11,851
5009
$33K ﹤0.01%
+675
5010
$33K ﹤0.01%
755
-2,732
5011
$33K ﹤0.01%
1,853
-98
5012
$32K ﹤0.01%
3,124
5013
$32K ﹤0.01%
9,322
-5,538
5014
$32K ﹤0.01%
1,417
-1,243
5015
$32K ﹤0.01%
928
-767
5016
$32K ﹤0.01%
291
-146
5017
$32K ﹤0.01%
7,690
5018
$32K ﹤0.01%
2,525
+25
5019
$32K ﹤0.01%
2,197
-552,462
5020
$32K ﹤0.01%
+2,358
5021
$32K ﹤0.01%
4,702
+4,516
5022
$31K ﹤0.01%
949
5023
$31K ﹤0.01%
2,633
+694
5024
$31K ﹤0.01%
1,422
+942
5025
$31K ﹤0.01%
+4,470