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
4251
$218K ﹤0.01%
9,301
-1,930
4252
$218K ﹤0.01%
30,000
-414
4253
$217K ﹤0.01%
14,660
-10,629
4254
$217K ﹤0.01%
19,194
-7,900
4255
$216K ﹤0.01%
12,951
+2,657
4256
$215K ﹤0.01%
10,000
4257
$215K ﹤0.01%
9,698
-200,598
4258
$215K ﹤0.01%
14,139
+446
4259
$214K ﹤0.01%
4,198
+546
4260
$214K ﹤0.01%
14,363
+3,318
4261
$213K ﹤0.01%
18,309
+384
4262
$213K ﹤0.01%
12,840
-309
4263
$213K ﹤0.01%
14,735
+8
4264
$212K ﹤0.01%
5,702
+3,865
4265
$212K ﹤0.01%
53,854
+51,401
4266
$212K ﹤0.01%
23,828
-690
4267
$212K ﹤0.01%
7,750
-8,359
4268
$211K ﹤0.01%
8,535
+5,780
4269
$211K ﹤0.01%
6,477
+3,565
4270
$211K ﹤0.01%
19,243
-270
4271
$210K ﹤0.01%
12,236
-11,503
4272
$210K ﹤0.01%
12,188
-14,972
4273
$210K ﹤0.01%
23,341
+5,405
4274
$209K ﹤0.01%
25,873
-1,309
4275
$209K ﹤0.01%
29,759
-8,844