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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
4801
$59K ﹤0.01%
4,470
+690
4802
$58K ﹤0.01%
3,892
+1,485
4803
$58K ﹤0.01%
10,385
4804
$58K ﹤0.01%
2,240
-130
4805
$58K ﹤0.01%
5,887
-5,551
4806
$58K ﹤0.01%
3,250
-1,008
4807
$58K ﹤0.01%
2,955
+538
4808
$58K ﹤0.01%
6,977
-9,052
4809
$58K ﹤0.01%
19,681
-6,778
4810
$57K ﹤0.01%
9,468
4811
$57K ﹤0.01%
1,000
-86
4812
$57K ﹤0.01%
2,803
+1,989
4813
$57K ﹤0.01%
10,771
+9,245
4814
$57K ﹤0.01%
1,172
-1,276
4815
$57K ﹤0.01%
3,365
4816
$56K ﹤0.01%
6,000
4817
$56K ﹤0.01%
1,033
-874
4818
$56K ﹤0.01%
5,730
-113,265
4819
$56K ﹤0.01%
2,085
-3,119
4820
$56K ﹤0.01%
5,104
-2,245
4821
$56K ﹤0.01%
1,300
4822
$56K ﹤0.01%
2,375
+1,545
4823
$55K ﹤0.01%
460
-322
4824
$55K ﹤0.01%
10,300
4825
$55K ﹤0.01%
26,317
-65,674