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
5051
$30K ﹤0.01%
2,017
5052
$30K ﹤0.01%
5,443
-39,574
5053
$30K ﹤0.01%
488
+244
5054
$30K ﹤0.01%
677
5055
$30K ﹤0.01%
1,849
-5
5056
$29K ﹤0.01%
813
-1,704
5057
$29K ﹤0.01%
2,839
5058
$29K ﹤0.01%
1,922
+482
5059
$29K ﹤0.01%
+534
5060
$29K ﹤0.01%
1,986
5061
$29K ﹤0.01%
584
-12
5062
$29K ﹤0.01%
738
-28,318
5063
$29K ﹤0.01%
1,000
5064
$29K ﹤0.01%
1,667
-14,259
5065
$29K ﹤0.01%
7,659
5066
$29K ﹤0.01%
1,038
5067
$29K ﹤0.01%
4,778
-6
5068
$28K ﹤0.01%
1,838
-600
5069
$28K ﹤0.01%
6,025
+5,762
5070
$28K ﹤0.01%
3,024
-657
5071
$28K ﹤0.01%
2,735
-2,516
5072
$28K ﹤0.01%
11,100
-16,275
5073
$28K ﹤0.01%
5,782
+3,115
5074
$28K ﹤0.01%
3,956
+1,493
5075
$27K ﹤0.01%
788
-277