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
4526
$115K ﹤0.01%
6,903
-136
4527
$115K ﹤0.01%
3,168
+2,668
4528
$115K ﹤0.01%
44,422
-15,712
4529
$115K ﹤0.01%
7,200
+1,866
4530
$115K ﹤0.01%
+4,496
4531
$115K ﹤0.01%
14,258
-304
4532
$114K ﹤0.01%
5,295
4533
$114K ﹤0.01%
20,579
-3,920
4534
$114K ﹤0.01%
+4,237
4535
$114K ﹤0.01%
7,692
-6,510
4536
$114K ﹤0.01%
14,371
-3,015
4537
$114K ﹤0.01%
24,297
-72,086
4538
$113K ﹤0.01%
11,918
+13
4539
$113K ﹤0.01%
10,897
-4,521
4540
$113K ﹤0.01%
8,853
-9,630
4541
$113K ﹤0.01%
35,470
+28,148
4542
$113K ﹤0.01%
22,165
-14,546
4543
$112K ﹤0.01%
+1,563
4544
$112K ﹤0.01%
7,011
+812
4545
$111K ﹤0.01%
8,000
-600
4546
$111K ﹤0.01%
14,774
+11,889
4547
$110K ﹤0.01%
37,572
-1,028
4548
$109K ﹤0.01%
14,141
+11,223
4549
$109K ﹤0.01%
14,281
4550
$109K ﹤0.01%
9,700
+9,256