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
4476
$129K ﹤0.01%
6,716
4477
$129K ﹤0.01%
+4,000
4478
$129K ﹤0.01%
+10,000
4479
$129K ﹤0.01%
8,892
-49,392
4480
$128K ﹤0.01%
37,523
+33,197
4481
$127K ﹤0.01%
2,240
+400
4482
$126K ﹤0.01%
24,628
-9,882
4483
$125K ﹤0.01%
+29,543
4484
$125K ﹤0.01%
13,295
-4,169
4485
$125K ﹤0.01%
+2,321
4486
$125K ﹤0.01%
8,407
+545
4487
$125K ﹤0.01%
8,002
+2,696
4488
$124K ﹤0.01%
5,372
-2,484
4489
$124K ﹤0.01%
4,839
-123
4490
$124K ﹤0.01%
15,637
+13,838
4491
$124K ﹤0.01%
+2,297
4492
$124K ﹤0.01%
4,233
+3,302
4493
$123K ﹤0.01%
70,129
+9,621
4494
$123K ﹤0.01%
18,426
+1,828
4495
$123K ﹤0.01%
26,680
-500
4496
$122K ﹤0.01%
9,404
+6,329
4497
$122K ﹤0.01%
18,456
+17,019
4498
$122K ﹤0.01%
21,325
-3,752
4499
$122K ﹤0.01%
6,923
-38,815
4500
$121K ﹤0.01%
30,996
+18,037