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
4301
$190K ﹤0.01%
4,070
+2,976
4302
$190K ﹤0.01%
16,715
+1,232
4303
$189K ﹤0.01%
5,050
-305,176
4304
$189K ﹤0.01%
14,441
-1,475
4305
$189K ﹤0.01%
8,461
-12
4306
$189K ﹤0.01%
9,484
+4,447
4307
$189K ﹤0.01%
10,688
+5,476
4308
$187K ﹤0.01%
+277
4309
$186K ﹤0.01%
571
-1,260
4310
$186K ﹤0.01%
10,000
-8,081
4311
$185K ﹤0.01%
13,366
-64,758
4312
$185K ﹤0.01%
13,242
+10,984
4313
$185K ﹤0.01%
10,100
-704
4314
$185K ﹤0.01%
11,668
4315
$184K ﹤0.01%
7,473
-1,753
4316
$184K ﹤0.01%
79,758
4317
$183K ﹤0.01%
37,945
-12,265
4318
$183K ﹤0.01%
3,746
+1,124
4319
$182K ﹤0.01%
7,385
-6,972
4320
$180K ﹤0.01%
12,000
4321
$180K ﹤0.01%
16,223
+10,604
4322
$180K ﹤0.01%
5,733
-1,532
4323
$180K ﹤0.01%
60
+49
4324
$180K ﹤0.01%
14,847
+3,846
4325
$180K ﹤0.01%
5,409
+2,588