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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
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%
8,002
+2,696
4484
$125K ﹤0.01%
+29,543
4485
$125K ﹤0.01%
13,295
-4,169
4486
$125K ﹤0.01%
+2,321
4487
$125K ﹤0.01%
8,407
+545
4488
$124K ﹤0.01%
15,637
+13,838
4489
$124K ﹤0.01%
4,839
-123
4490
$124K ﹤0.01%
4,233
+3,302
4491
$124K ﹤0.01%
5,372
-2,484
4492
$124K ﹤0.01%
+2,297
4493
$123K ﹤0.01%
18,426
+1,828
4494
$123K ﹤0.01%
26,680
-500
4495
$123K ﹤0.01%
70,129
+9,621
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