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
4451
$137K ﹤0.01%
3,288
+737
4452
$137K ﹤0.01%
35,300
+5,300
4453
$136K ﹤0.01%
4,853
+253
4454
$136K ﹤0.01%
6,392
4455
$136K ﹤0.01%
445
-164
4456
$136K ﹤0.01%
30,098
-102,275
4457
$135K ﹤0.01%
9,927
-4,844
4458
$135K ﹤0.01%
8,587
+4,537
4459
$134K ﹤0.01%
161
-88
4460
$134K ﹤0.01%
1,380
+1,370
4461
$134K ﹤0.01%
4,304
-3,320
4462
$133K ﹤0.01%
4,571
+2,638
4463
$133K ﹤0.01%
73,825
+63,692
4464
$133K ﹤0.01%
5,486
-144
4465
$132K ﹤0.01%
26,975
-13,000
4466
$132K ﹤0.01%
2,632
-18,149
4467
$132K ﹤0.01%
3,217
-10,039
4468
$132K ﹤0.01%
3,914
-510
4469
$131K ﹤0.01%
1,559
+447
4470
$131K ﹤0.01%
9,972
-32,550
4471
$130K ﹤0.01%
10,035
-2,175
4472
$130K ﹤0.01%
17,906
+1,589
4473
$130K ﹤0.01%
2,609
-1,904
4474
$130K ﹤0.01%
8,798
-65
4475
$130K ﹤0.01%
5,054
+4,865