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
4701
$76K ﹤0.01%
6,424
-857
4702
$76K ﹤0.01%
+2,593
4703
$76K ﹤0.01%
+500
4704
$76K ﹤0.01%
14,378
+878
4705
$75K ﹤0.01%
4,972
-1,445
4706
$75K ﹤0.01%
2,000
4707
$75K ﹤0.01%
6,788
-621
4708
$75K ﹤0.01%
6,000
+1,190
4709
$75K ﹤0.01%
16,016
-5,500
4710
$75K ﹤0.01%
10,456
-21,739
4711
$74K ﹤0.01%
7,375
-17,274
4712
$74K ﹤0.01%
6,352
+940
4713
$74K ﹤0.01%
3,915
+978
4714
$73K ﹤0.01%
376
+336
4715
$73K ﹤0.01%
18,215
4716
$73K ﹤0.01%
19,700
4717
$73K ﹤0.01%
5,000
4718
$73K ﹤0.01%
2,622
-8,603
4719
$73K ﹤0.01%
38,400
+36,783
4720
$73K ﹤0.01%
10,940
+2,964
4721
$73K ﹤0.01%
3,271
+262
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%
20,486