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
3076
$1.66M ﹤0.01%
302,048
-7,032
3077
$1.66M ﹤0.01%
91,660
-2,135
3078
$1.65M ﹤0.01%
98,577
-33,855
3079
$1.65M ﹤0.01%
35,428
-10,617
3080
$1.65M ﹤0.01%
51,075
-22,590
3081
$1.64M ﹤0.01%
102,574
-6,653
3082
$1.64M ﹤0.01%
26,088
+13,586
3083
$1.64M ﹤0.01%
24,713
-20,457
3084
$1.64M ﹤0.01%
100,825
-32,798
3085
$1.64M ﹤0.01%
206,898
-29,447
3086
$1.63M ﹤0.01%
93,223
+66,605
3087
$1.63M ﹤0.01%
17,856
-19,209
3088
$1.63M ﹤0.01%
59,221
+7,739
3089
$1.63M ﹤0.01%
267,185
-274,801
3090
$1.63M ﹤0.01%
100,503
-48,738
3091
$1.63M ﹤0.01%
280,924
+8,295
3092
$1.63M ﹤0.01%
67,746
+13,115
3093
$1.63M ﹤0.01%
106,623
+42,758
3094
$1.62M ﹤0.01%
163,058
-89,168
3095
$1.62M ﹤0.01%
84,704
-6,445
3096
$1.62M ﹤0.01%
45,872
-12,703
3097
$1.62M ﹤0.01%
16,113
-7,165
3098
$1.62M ﹤0.01%
96,341
-144,959
3099
$1.62M ﹤0.01%
34,047
-14,556
3100
$1.62M ﹤0.01%
77,366
+67,950