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
4876
$49K ﹤0.01%
3,740
+1,781
4877
$49K ﹤0.01%
12,383
+4,721
4878
$48K ﹤0.01%
125
-77
4879
$48K ﹤0.01%
2,650
-4,384
4880
$48K ﹤0.01%
1,510
-1,893
4881
$48K ﹤0.01%
2,036
-250
4882
$48K ﹤0.01%
790
-4,564
4883
$48K ﹤0.01%
20,000
4884
$47K ﹤0.01%
1,404
-859
4885
$47K ﹤0.01%
750
-7,960
4886
$47K ﹤0.01%
1,472
+688
4887
$47K ﹤0.01%
1,373
-254
4888
$47K ﹤0.01%
28,821
+27,571
4889
$47K ﹤0.01%
2,860
-1,890
4890
$46K ﹤0.01%
568
-616
4891
$46K ﹤0.01%
8,454
-983
4892
$46K ﹤0.01%
1,012
+337
4893
$46K ﹤0.01%
615
-1,267
4894
$46K ﹤0.01%
5,462
-66,930
4895
$46K ﹤0.01%
2,855
+1,922
4896
$46K ﹤0.01%
9,000
4897
$45K ﹤0.01%
6,013
+727
4898
$45K ﹤0.01%
3,218
-25,302
4899
$45K ﹤0.01%
+192
4900
$45K ﹤0.01%
3,343
+359