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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
4326
$180K ﹤0.01%
5,409
+2,588
4327
$180K ﹤0.01%
8,742
-2,134
4328
$179K ﹤0.01%
6,401
+5,537
4329
$179K ﹤0.01%
10,529
+132
4330
$179K ﹤0.01%
320,151
-701,420
4331
$178K ﹤0.01%
25,209
-3,154
4332
$178K ﹤0.01%
9,601
-1,206
4333
$177K ﹤0.01%
4,270
-6,454
4334
$177K ﹤0.01%
7,518
-2,860
4335
$176K ﹤0.01%
+32,586
4336
$176K ﹤0.01%
1,991
-20,197
4337
$175K ﹤0.01%
11,551
+10,512
4338
$175K ﹤0.01%
13,100
-38,120
4339
$175K ﹤0.01%
30,452
+780
4340
$174K ﹤0.01%
14,085
-7,218
4341
$174K ﹤0.01%
10
-2
4342
$174K ﹤0.01%
115,160
-161,552
4343
$174K ﹤0.01%
67,300
4344
$173K ﹤0.01%
10,740
4345
$173K ﹤0.01%
12,997
+2,090
4346
$173K ﹤0.01%
7,696
+710
4347
$173K ﹤0.01%
5,312
-1,518
4348
$173K ﹤0.01%
20,121
+7,097
4349
$172K ﹤0.01%
9,884
-1,205
4350
$172K ﹤0.01%
11,328
+9,974