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Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 25.25%
 

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
+25.25%
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 8.18%
4 Financials 7.98%
5 Consumer Staples 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4126
$278K ﹤0.01%
2,228
-1,651
4127
$276K ﹤0.01%
17,885
+84
4128
$274K ﹤0.01%
9,405
-3,122
4129
$274K ﹤0.01%
19,899
+17,883
4130
$274K ﹤0.01%
24,262
-43,928
4131
$273K ﹤0.01%
4,516
4132
$272K ﹤0.01%
5,083
+1,784
4133
$272K ﹤0.01%
8,280
-1,350
4134
$272K ﹤0.01%
60,941
+979
4135
$272K ﹤0.01%
45,512
+26,544
4136
$270K ﹤0.01%
34,609
-919
4137
$270K ﹤0.01%
29,368
-47,363
4138
$269K ﹤0.01%
17,847
-890
4139
$269K ﹤0.01%
15,517
+6,000
4140
$268K ﹤0.01%
47,744
-71,582
4141
$268K ﹤0.01%
22,959
+16,363
4142
$268K ﹤0.01%
+10,422
4143
$266K ﹤0.01%
118,490
4144
$266K ﹤0.01%
12,118
-8,997
4145
$266K ﹤0.01%
10,243
+5,743
4146
$266K ﹤0.01%
6,788
+3,715
4147
$266K ﹤0.01%
6,744
+2,666
4148
$265K ﹤0.01%
6,998
-700
4149
$265K ﹤0.01%
12,881
+5,665
4150
$264K ﹤0.01%
3,010
+154