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
5026
$31K ﹤0.01%
3,952
-29,800
5027
$31K ﹤0.01%
3,393
-257
5028
$31K ﹤0.01%
3,820
-2,747
5029
$31K ﹤0.01%
7,000
-12,825
5030
$31K ﹤0.01%
2,783
-190
5031
$31K ﹤0.01%
5,000
5032
$31K ﹤0.01%
95,106
+85,700
5033
$31K ﹤0.01%
2,003
5034
$31K ﹤0.01%
9,944
+8,889
5035
$31K ﹤0.01%
+312
5036
$30K ﹤0.01%
5,134
+4,104
5037
$30K ﹤0.01%
6,349
+911
5038
$30K ﹤0.01%
2,490
+1,101
5039
$30K ﹤0.01%
16,299
-126
5040
$30K ﹤0.01%
488
+244
5041
$30K ﹤0.01%
677
5042
$30K ﹤0.01%
3,200
-3,428
5043
$30K ﹤0.01%
2,905
-5
5044
$30K ﹤0.01%
1,849
-5
5045
$30K ﹤0.01%
2,000
-295
5046
$30K ﹤0.01%
2,500
-8,135
5047
$30K ﹤0.01%
330
-738
5048
$30K ﹤0.01%
7,000
5049
$30K ﹤0.01%
4,000
+1,225
5050
$30K ﹤0.01%
2,586