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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
4701
$76K ﹤0.01%
+2,593
4702
$76K ﹤0.01%
1,444
+143
4703
$76K ﹤0.01%
+500
4704
$76K ﹤0.01%
14,378
+878
4705
$75K ﹤0.01%
6,000
+1,190
4706
$75K ﹤0.01%
4,972
-1,445
4707
$75K ﹤0.01%
16,016
-5,500
4708
$75K ﹤0.01%
10,456
-21,739
4709
$75K ﹤0.01%
2,000
4710
$75K ﹤0.01%
6,788
-621
4711
$74K ﹤0.01%
6,352
+940
4712
$74K ﹤0.01%
3,915
+978
4713
$74K ﹤0.01%
7,375
-17,274
4714
$73K ﹤0.01%
1,822
4715
$73K ﹤0.01%
376
+336
4716
$73K ﹤0.01%
2,622
-8,603
4717
$73K ﹤0.01%
38,400
+36,783
4718
$73K ﹤0.01%
10,940
+2,964
4719
$73K ﹤0.01%
3,271
+262
4720
$73K ﹤0.01%
19,700
4721
$73K ﹤0.01%
5,000
4722
$73K ﹤0.01%
6,496
-1,299
4723
$73K ﹤0.01%
22,515
+11,304
4724
$72K ﹤0.01%
7,448
-120
4725
$71K ﹤0.01%
7,152
-14,800