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
4851
$52K ﹤0.01%
2,977
-401
4852
$52K ﹤0.01%
4,171
-7,329
4853
$52K ﹤0.01%
261,004
+10,884
4854
$51K ﹤0.01%
1,367
-372
4855
$51K ﹤0.01%
51,739
-3,812
4856
$51K ﹤0.01%
3,448
+1,143
4857
$51K ﹤0.01%
9,521
-2,000
4858
$51K ﹤0.01%
2,616
+905
4859
$51K ﹤0.01%
28,228
+15,348
4860
$51K ﹤0.01%
7,000
-2,203
4861
$51K ﹤0.01%
7,500
-3,377
4862
$51K ﹤0.01%
627
-26
4863
$50K ﹤0.01%
15,240
+390
4864
$50K ﹤0.01%
36,149
-42,633
4865
$50K ﹤0.01%
5,076
+1,507
4866
$50K ﹤0.01%
1,977
+772
4867
$50K ﹤0.01%
2,066
4868
$50K ﹤0.01%
5,066
-4,363
4869
$50K ﹤0.01%
185
+16
4870
$50K ﹤0.01%
32,118
-16,285
4871
$50K ﹤0.01%
1,776
+776
4872
$50K ﹤0.01%
25,000
+17,004
4873
$49K ﹤0.01%
2,511
-69,920
4874
$49K ﹤0.01%
1,935
+283
4875
$49K ﹤0.01%
1,572
-914