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
5051
$30K ﹤0.01%
11,930
5052
$30K ﹤0.01%
23,137
+120
5053
$30K ﹤0.01%
843
-654
5054
$30K ﹤0.01%
2,017
5055
$30K ﹤0.01%
2,108
+300
5056
$30K ﹤0.01%
5,443
-39,574
5057
$29K ﹤0.01%
813
-1,704
5058
$29K ﹤0.01%
2,815
5059
$29K ﹤0.01%
1,922
+482
5060
$29K ﹤0.01%
+534
5061
$29K ﹤0.01%
1,986
5062
$29K ﹤0.01%
584
-12
5063
$29K ﹤0.01%
738
-28,318
5064
$29K ﹤0.01%
1,000
5065
$29K ﹤0.01%
1,667
-14,259
5066
$29K ﹤0.01%
7,659
5067
$29K ﹤0.01%
1,038
5068
$29K ﹤0.01%
4,778
-6
5069
$28K ﹤0.01%
1,838
-600
5070
$28K ﹤0.01%
6,025
+5,762
5071
$28K ﹤0.01%
3,024
-657
5072
$28K ﹤0.01%
2,735
-2,516
5073
$28K ﹤0.01%
11,100
-16,275
5074
$28K ﹤0.01%
5,782
+3,115
5075
$28K ﹤0.01%
3,956
+1,493