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
3051
$1.72M ﹤0.01%
53,194
-11,279
3052
$1.72M ﹤0.01%
40,290
+38,602
3053
$1.72M ﹤0.01%
339,948
+62,249
3054
$1.72M ﹤0.01%
215,494
+36,452
3055
$1.71M ﹤0.01%
56,577
+47,902
3056
$1.71M ﹤0.01%
111,520
-29,096
3057
$1.71M ﹤0.01%
129,678
-66,231
3058
$1.71M ﹤0.01%
169,650
+56,279
3059
$1.7M ﹤0.01%
295,902
+12,562
3060
$1.7M ﹤0.01%
39,924
-338
3061
$1.69M ﹤0.01%
112,481
+3,027
3062
$1.69M ﹤0.01%
37,728
+12,753
3063
$1.69M ﹤0.01%
89,679
+19,653
3064
$1.69M ﹤0.01%
57,073
-6,500
3065
$1.69M ﹤0.01%
58,401
+27,146
3066
$1.69M ﹤0.01%
113,217
-39,609
3067
$1.68M ﹤0.01%
118,146
+22,783
3068
$1.68M ﹤0.01%
81,563
+79,862
3069
$1.67M ﹤0.01%
150,836
+24,991
3070
$1.67M ﹤0.01%
59,934
-659
3071
$1.67M ﹤0.01%
58,813
-39,563
3072
$1.67M ﹤0.01%
14,774
-19,151
3073
$1.66M ﹤0.01%
129,633
+6,623
3074
$1.66M ﹤0.01%
100,000
3075
$1.66M ﹤0.01%
204,173
-48,058