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
3576
$737K ﹤0.01%
47,337
-10,621
3577
$736K ﹤0.01%
34,764
-720
3578
$735K ﹤0.01%
29,469
+28,805
3579
$735K ﹤0.01%
13,965
-192,014
3580
$735K ﹤0.01%
16,491
-1,011
3581
$734K ﹤0.01%
23,048
-153
3582
$732K ﹤0.01%
52,331
-800
3583
$727K ﹤0.01%
24,016
-52,545
3584
$727K ﹤0.01%
49,423
+7,853
3585
$727K ﹤0.01%
50,346
+27,887
3586
$727K ﹤0.01%
41,944
-138,406
3587
$726K ﹤0.01%
60,104
+7,533
3588
$724K ﹤0.01%
31,082
+7,659
3589
$724K ﹤0.01%
45,814
+7,734
3590
$724K ﹤0.01%
28,172
+17,698
3591
$723K ﹤0.01%
57,383
+22,547
3592
$722K ﹤0.01%
16,032
+15
3593
$721K ﹤0.01%
33,352
+25,523
3594
$721K ﹤0.01%
30,742
-1,506
3595
$718K ﹤0.01%
28,342
+11,106
3596
$715K ﹤0.01%
53,577
-29,922
3597
$714K ﹤0.01%
39,868
+4,942
3598
$714K ﹤0.01%
49,984
+43,757
3599
$713K ﹤0.01%
72,575
+10,914
3600
$712K ﹤0.01%
64,495
-55,000