Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.08%
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 +$931M
2 +$720M
3 +$713M
4
TGT icon
Target
TGT
+$588M
5
PG icon
Procter & Gamble
PG
+$549M

Top Sells

1 +$649M
2 +$613M
3 +$560M
4
PAYX icon
Paychex
PAYX
+$536M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$523M

Sector Composition

1 Healthcare 9.32%
2 Technology 8.71%
3 Industrials 8.17%
4 Financials 7.98%
5 Consumer Staples 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2751
$2.63M ﹤0.01%
149,677
+8,702
2752
$2.63M ﹤0.01%
153,754
-7,556
2753
$2.62M ﹤0.01%
182,229
-70,827
2754
$2.62M ﹤0.01%
35,672
+26,173
2755
$2.61M ﹤0.01%
186,324
+15,239
2756
$2.61M ﹤0.01%
107,948
+2,721
2757
$2.6M ﹤0.01%
210,694
+35,549
2758
$2.59M ﹤0.01%
196,957
+51,183
2759
$2.59M ﹤0.01%
931,897
+296
2760
$2.59M ﹤0.01%
302,476
+18,031
2761
$2.58M ﹤0.01%
239,578
-108,404
2762
$2.58M ﹤0.01%
41,203
-6,400
2763
$2.57M ﹤0.01%
95,084
-81,115
2764
$2.57M ﹤0.01%
176,122
-275
2765
$2.56M ﹤0.01%
62,648
+7,971
2766
$2.56M ﹤0.01%
97,212
-6,662
2767
$2.55M ﹤0.01%
51,090
+37,623
2768
$2.55M ﹤0.01%
359,456
-82,299
2769
$2.55M ﹤0.01%
103,374
-9,846
2770
$2.54M ﹤0.01%
191,285
-52,689
2771
$2.54M ﹤0.01%
62,593
+1,198
2772
$2.54M ﹤0.01%
80,573
+31,739
2773
$2.54M ﹤0.01%
39,626
+745
2774
$2.54M ﹤0.01%
11,471
+6,265
2775
$2.53M ﹤0.01%
71,042
+19,552