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
5126
$24K ﹤0.01%
1,124
-2,980
5127
$24K ﹤0.01%
2,220
+1,270
5128
$24K ﹤0.01%
919
-340
5129
$24K ﹤0.01%
346
-7,298
5130
$24K ﹤0.01%
1,240
-20,236
5131
$24K ﹤0.01%
+3,011
5132
$24K ﹤0.01%
4,185
-7,617
5133
$24K ﹤0.01%
3,200
5134
$24K ﹤0.01%
7,755
-199,035
5135
$24K ﹤0.01%
1,656
5136
$24K ﹤0.01%
1,501
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5137
$23K ﹤0.01%
10
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5138
$23K ﹤0.01%
2,722
+1,367
5139
$23K ﹤0.01%
1,754
-252
5140
$23K ﹤0.01%
390
+190
5141
$23K ﹤0.01%
906
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5142
$23K ﹤0.01%
+375
5143
$23K ﹤0.01%
813
-351
5144
$23K ﹤0.01%
1,264
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5145
$23K ﹤0.01%
912
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5146
$23K ﹤0.01%
11,982
5147
$23K ﹤0.01%
2,188
+1,200
5148
$23K ﹤0.01%
657
5149
$22K ﹤0.01%
1,100
-295
5150
$22K ﹤0.01%
1,706
-3,186