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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
4926
$41K ﹤0.01%
2,250
-2,956
4927
$41K ﹤0.01%
75,716
-110,951
4928
$41K ﹤0.01%
2,102
+558
4929
$41K ﹤0.01%
2,071
-662
4930
$41K ﹤0.01%
7,972
-19,450
4931
$41K ﹤0.01%
1,867
-33,808
4932
$41K ﹤0.01%
70,784
+10,820
4933
$40K ﹤0.01%
121
+52
4934
$40K ﹤0.01%
800
4935
$40K ﹤0.01%
20,551
-8,331
4936
0
4937
$40K ﹤0.01%
5,014
-180
4938
$40K ﹤0.01%
2,312
-27,391
4939
$40K ﹤0.01%
5,163
+4,560
4940
$40K ﹤0.01%
6,300
4941
$40K ﹤0.01%
2,735
+1,380
4942
$39K ﹤0.01%
1,840
-2,184
4943
$39K ﹤0.01%
3,882
-304
4944
$39K ﹤0.01%
18,175
+8,092
4945
$39K ﹤0.01%
+3,118
4946
$39K ﹤0.01%
8,885
-483,660
4947
$39K ﹤0.01%
1,500
4948
$39K ﹤0.01%
1,036
-182
4949
$38K ﹤0.01%
1,675
-3,090
4950
$38K ﹤0.01%
3,250
-500