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
5076
$27K ﹤0.01%
+4,400
5077
$27K ﹤0.01%
3,480
5078
$27K ﹤0.01%
3,020
-36,800
5079
$27K ﹤0.01%
1,859
-1,055
5080
$27K ﹤0.01%
7,445
+2,186
5081
$27K ﹤0.01%
100
+10
5082
$27K ﹤0.01%
484
5083
$27K ﹤0.01%
2,816
-507
5084
$27K ﹤0.01%
8,464
-5,583
5085
$27K ﹤0.01%
4,238
+1,392
5086
$27K ﹤0.01%
35,950
-3,075
5087
$27K ﹤0.01%
1,736
-3,503
5088
$27K ﹤0.01%
1,500
-421
5089
$26K ﹤0.01%
546
-69
5090
$26K ﹤0.01%
2,119
-2
5091
$26K ﹤0.01%
2,083
-185
5092
$26K ﹤0.01%
1,300
5093
$26K ﹤0.01%
13,904
+1,676
5094
$26K ﹤0.01%
187
5095
$26K ﹤0.01%
3,875
+125
5096
$26K ﹤0.01%
1,040
+940
5097
$26K ﹤0.01%
5,000
-934
5098
$26K ﹤0.01%
+425
5099
$26K ﹤0.01%
2,073
+92
5100
$26K ﹤0.01%
83
-186