Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
6,623
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
5901
$1K ﹤0.01%
100
-208
5902
$1K ﹤0.01%
3
-3
5903
$1K ﹤0.01%
45
-566
5904
0
5905
$1K ﹤0.01%
40
-7,145
5906
0
5907
0
5908
$0 ﹤0.01%
+2
5909
-1,335
5910
$0 ﹤0.01%
14
5911
-906
5912
-72
5913
$0 ﹤0.01%
+100
5914
-222,498
5915
-47
5916
$0 ﹤0.01%
+1
5917
$0 ﹤0.01%
4
5918
-32,239
5919
-743,208
5920
-20,000
5921
$0 ﹤0.01%
27
-3
5922
-7,500
5923
$0 ﹤0.01%
20
-12,865
5924
-170
5925
-592