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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
5051
$30K ﹤0.01%
2,108
+300
5052
$30K ﹤0.01%
2,905
-5
5053
$30K ﹤0.01%
843
-654
5054
$30K ﹤0.01%
2,017
5055
$30K ﹤0.01%
5,443
-39,574
5056
$29K ﹤0.01%
738
-28,318
5057
$29K ﹤0.01%
1,667
-14,259
5058
$29K ﹤0.01%
7,659
5059
$29K ﹤0.01%
1,038
5060
$29K ﹤0.01%
4,778
-6
5061
$29K ﹤0.01%
813
-1,704
5062
$29K ﹤0.01%
2,839
5063
$29K ﹤0.01%
1,922
+482
5064
$29K ﹤0.01%
+534
5065
$29K ﹤0.01%
1,986
5066
$29K ﹤0.01%
584
-12
5067
$29K ﹤0.01%
1,000
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