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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
4176
$251K ﹤0.01%
13,866
+381
4177
$251K ﹤0.01%
16,099
-17,942
4178
$250K ﹤0.01%
3,478
4179
$250K ﹤0.01%
14,713
+14,484
4180
$249K ﹤0.01%
5,651
-2,604
4181
$249K ﹤0.01%
9
-2
4182
$249K ﹤0.01%
15,547
-197
4183
$249K ﹤0.01%
11,250
-216
4184
$248K ﹤0.01%
16,070
4185
$247K ﹤0.01%
19,516
4186
$247K ﹤0.01%
54,150
+33,500
4187
$246K ﹤0.01%
13,867
-386
4188
$246K ﹤0.01%
9,354
-55,475
4189
$246K ﹤0.01%
98,989
+59,137
4190
$246K ﹤0.01%
8,156
+116
4191
$245K ﹤0.01%
14,988
-580
4192
$245K ﹤0.01%
15,728
+14,446
4193
$245K ﹤0.01%
7,331
-186
4194
$244K ﹤0.01%
+75
4195
$244K ﹤0.01%
13,203
-24,939
4196
$242K ﹤0.01%
22,513
-6,852
4197
$242K ﹤0.01%
17,714
+1,400
4198
$241K ﹤0.01%
16,230
-1,626
4199
$241K ﹤0.01%
16,376
-1,188
4200
$240K ﹤0.01%
10,210
+9,848