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
5151
$22K ﹤0.01%
2,250
5152
$22K ﹤0.01%
1,706
-3,186
5153
$22K ﹤0.01%
1,077
-1,722
5154
$22K ﹤0.01%
4,686
+2,454
5155
$22K ﹤0.01%
2,209
+1,314
5156
$22K ﹤0.01%
2,971
+27
5157
$22K ﹤0.01%
200
-51
5158
$22K ﹤0.01%
1,900
5159
$22K ﹤0.01%
1,100
-3,727
5160
$22K ﹤0.01%
3,727
+3,043
5161
$22K ﹤0.01%
1,200
5162
$22K ﹤0.01%
9,918
+4,952
5163
$22K ﹤0.01%
2,411
5164
$22K ﹤0.01%
16,066
+316
5165
$22K ﹤0.01%
2,780
5166
$22K ﹤0.01%
5,470
+4,894
5167
$22K ﹤0.01%
1,065
+291
5168
$22K ﹤0.01%
1,829
-1,426
5169
$22K ﹤0.01%
940
-408
5170
$22K ﹤0.01%
13,020
-132
5171
0
5172
$21K ﹤0.01%
+1,059
5173
$21K ﹤0.01%
1,100
+915
5174
$21K ﹤0.01%
+2,980
5175
$21K ﹤0.01%
1,469
-20