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
4626
$92K ﹤0.01%
3,413
+794
4627
$92K ﹤0.01%
12,800
+12,000
4628
$92K ﹤0.01%
10,823
-1,060
4629
$92K ﹤0.01%
10,572
-29,264
4630
$91K ﹤0.01%
2,668
+2,468
4631
$91K ﹤0.01%
6,030
-460
4632
$90K ﹤0.01%
8,463
+2,172
4633
$90K ﹤0.01%
5,704
-4
4634
$90K ﹤0.01%
7,507
+7,107
4635
$90K ﹤0.01%
32,700
+24,765
4636
$90K ﹤0.01%
8,775
+769
4637
$89K ﹤0.01%
2,169
-6,191
4638
$89K ﹤0.01%
2,106
4639
$89K ﹤0.01%
13,689
-1,023
4640
$89K ﹤0.01%
3,509
+1,157
4641
$88K ﹤0.01%
12,144
4642
$88K ﹤0.01%
9,301
-14,965
4643
$88K ﹤0.01%
14,621
+2,867
4644
$88K ﹤0.01%
2,760
-106
4645
$88K ﹤0.01%
6,526
+5,724
4646
$88K ﹤0.01%
1,961
+950
4647
$88K ﹤0.01%
12,257
+8,041
4648
$87K ﹤0.01%
2,150
-730
4649
$87K ﹤0.01%
1,728
-7,333
4650
$86K ﹤0.01%
2,500
-168