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
3476
$854K ﹤0.01%
297,416
+23,707
3477
$854K ﹤0.01%
35,155
-27,765
3478
$849K ﹤0.01%
23,137
+2,354
3479
$849K ﹤0.01%
75,751
-8,158
3480
$846K ﹤0.01%
83,513
-2,268
3481
$843K ﹤0.01%
544,519
+74,318
3482
$842K ﹤0.01%
37,027
+3,856
3483
$841K ﹤0.01%
29,859
+21,458
3484
$841K ﹤0.01%
41,746
+1,242
3485
$840K ﹤0.01%
58,128
+11,413
3486
$838K ﹤0.01%
26,531
-7,545
3487
$838K ﹤0.01%
43,677
+16,844
3488
$838K ﹤0.01%
5,282
+354
3489
$836K ﹤0.01%
46,066
+44,250
3490
$835K ﹤0.01%
47,200
+500
3491
$835K ﹤0.01%
18,198
-15,676
3492
$834K ﹤0.01%
5,110
-2,181
3493
$832K ﹤0.01%
56,025
-75,869
3494
$831K ﹤0.01%
48,594
-576
3495
$831K ﹤0.01%
46,328
-5,988
3496
$831K ﹤0.01%
40,293
+2,893
3497
$831K ﹤0.01%
79,239
-112,248
3498
$829K ﹤0.01%
67,111
+10,697
3499
$827K ﹤0.01%
33,579
+1,577
3500
$827K ﹤0.01%
166,451
-88,943