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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
5001
$34K ﹤0.01%
3,294
+532
5002
$33K ﹤0.01%
6,293
-1,550
5003
$33K ﹤0.01%
1,540
-6,274
5004
$33K ﹤0.01%
+675
5005
$33K ﹤0.01%
755
-2,732
5006
$33K ﹤0.01%
1,853
-98
5007
$33K ﹤0.01%
+5,000
5008
$33K ﹤0.01%
13,662
-25,629
5009
$33K ﹤0.01%
1,300
-51,208
5010
$33K ﹤0.01%
11,945
+11,851
5011
$32K ﹤0.01%
3,124
5012
$32K ﹤0.01%
928
-767
5013
$32K ﹤0.01%
291
-146
5014
$32K ﹤0.01%
7,690
5015
$32K ﹤0.01%
2,525
+25
5016
$32K ﹤0.01%
2,197
-552,462
5017
$32K ﹤0.01%
+2,358
5018
$32K ﹤0.01%
4,702
+4,516
5019
$32K ﹤0.01%
1,417
-1,243
5020
$32K ﹤0.01%
9,322
-5,538
5021
$31K ﹤0.01%
949
5022
$31K ﹤0.01%
2,633
+694
5023
$31K ﹤0.01%
+312
5024
$31K ﹤0.01%
1,422
+942
5025
$31K ﹤0.01%
+4,470