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
4151
$264K ﹤0.01%
3,010
+154
4152
$264K ﹤0.01%
20,474
+489
4153
$263K ﹤0.01%
8,769
-1,723
4154
$263K ﹤0.01%
12,205
-95,794
4155
$262K ﹤0.01%
24,202
-863
4156
$262K ﹤0.01%
5,323
+4,580
4157
$261K ﹤0.01%
128,712
+15,862
4158
$259K ﹤0.01%
14,861
-17,235
4159
$259K ﹤0.01%
10,038
+3,848
4160
$257K ﹤0.01%
283
+191
4161
$257K ﹤0.01%
22,772
+22,744
4162
$257K ﹤0.01%
18,725
+1,575
4163
$256K ﹤0.01%
6,697
-14,462
4164
$256K ﹤0.01%
33,871
-2,195
4165
$255K ﹤0.01%
22,125
-18,200
4166
$255K ﹤0.01%
23,613
+2,076
4167
$255K ﹤0.01%
+4,132
4168
$254K ﹤0.01%
45,851
-32,823
4169
$253K ﹤0.01%
116,752
+16,567
4170
$253K ﹤0.01%
22,062
+3,618
4171
$253K ﹤0.01%
27,348
+18,579
4172
$252K ﹤0.01%
4,941
+1,455
4173
$252K ﹤0.01%
50,324
+32,341
4174
$251K ﹤0.01%
+32
4175
$251K ﹤0.01%
13,866
+381