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
5426
$10K ﹤0.01%
80
+59
5427
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990
-702
5428
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400
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5429
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750
5430
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+659
5431
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1,700
5432
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6,000
5433
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6
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5434
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486
-232
5435
$10K ﹤0.01%
1,053
-5,243
5436
$9K ﹤0.01%
1,950
-285
5437
$9K ﹤0.01%
+2,000
5438
$9K ﹤0.01%
2,007
-20,493
5439
$9K ﹤0.01%
559
5440
$9K ﹤0.01%
100
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5441
$9K ﹤0.01%
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5442
$9K ﹤0.01%
+2,631
5443
$9K ﹤0.01%
+134
5444
$9K ﹤0.01%
145
5445
$9K ﹤0.01%
196
-236
5446
$9K ﹤0.01%
2,600
5447
$9K ﹤0.01%
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5448
$9K ﹤0.01%
1,317
-3,078
5449
$9K ﹤0.01%
+2,016
5450
$8K ﹤0.01%
1,850
-31,019