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
4776
$62K ﹤0.01%
5,237
+1,719
4777
$62K ﹤0.01%
4,000
4778
$62K ﹤0.01%
6,445
-1,666
4779
$62K ﹤0.01%
13,830
-178
4780
$62K ﹤0.01%
5,819
-339
4781
$62K ﹤0.01%
+4,000
4782
$62K ﹤0.01%
22,314
-21,533
4783
$62K ﹤0.01%
6,733
+6,408
4784
$62K ﹤0.01%
20,311
-140
4785
$61K ﹤0.01%
6,200
-34,104
4786
$61K ﹤0.01%
20,183
+183
4787
$61K ﹤0.01%
271
-184
4788
$61K ﹤0.01%
18,900
+9,000
4789
-1
4790
$61K ﹤0.01%
7,935
-278,012
4791
$60K ﹤0.01%
15,078
4792
$60K ﹤0.01%
4,677
+1,127
4793
$60K ﹤0.01%
166
-151
4794
$60K ﹤0.01%
3,958
-622
4795
$60K ﹤0.01%
37
4796
$60K ﹤0.01%
22,718
-4,622
4797
$59K ﹤0.01%
2,530
-6,868
4798
$59K ﹤0.01%
7,503
+4,598
4799
$59K ﹤0.01%
4,003
+3
4800
$59K ﹤0.01%
3,802
-358