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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
5101
$26K ﹤0.01%
+425
5102
$26K ﹤0.01%
2,073
+92
5103
$26K ﹤0.01%
83
-186
5104
$26K ﹤0.01%
18,804
-22,803
5105
$26K ﹤0.01%
2,119
-2
5106
$25K ﹤0.01%
+1,000
5107
$25K ﹤0.01%
1,008
5108
$25K ﹤0.01%
1,933
+581
5109
$25K ﹤0.01%
187
-49
5110
$25K ﹤0.01%
+5,000
5111
$25K ﹤0.01%
2,293
5112
$25K ﹤0.01%
1,262
-93
5113
$25K ﹤0.01%
3,007
5114
$25K ﹤0.01%
341
5115
$25K ﹤0.01%
2,405
+1,299
5116
$25K ﹤0.01%
+10
5117
$25K ﹤0.01%
2,033
5118
$25K ﹤0.01%
28,800
5119
$24K ﹤0.01%
42
+3
5120
$24K ﹤0.01%
+5,730
5121
$24K ﹤0.01%
581
+331
5122
$24K ﹤0.01%
1,124
-2,980
5123
$24K ﹤0.01%
2,220
+1,270
5124
$24K ﹤0.01%
1,500
-359
5125
$24K ﹤0.01%
1,013
-7,484