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
5376
$12K ﹤0.01%
1,156
5377
$12K ﹤0.01%
1,200
-3,133
5378
$12K ﹤0.01%
294
-469
5379
$12K ﹤0.01%
1
5380
$11K ﹤0.01%
549
+248
5381
$11K ﹤0.01%
+224
5382
$11K ﹤0.01%
2,500
5383
$11K ﹤0.01%
400
-233
5384
$11K ﹤0.01%
884
+657
5385
$11K ﹤0.01%
559
-156
5386
$11K ﹤0.01%
413
+229
5387
$11K ﹤0.01%
35
+30
5388
$11K ﹤0.01%
268
+4
5389
$11K ﹤0.01%
4,265
+1,265
5390
$11K ﹤0.01%
817
+164
5391
$11K ﹤0.01%
795
-3
5392
$11K ﹤0.01%
972
-178
5393
$11K ﹤0.01%
1,500
-304
5394
$11K ﹤0.01%
1,930
-1,870
5395
$11K ﹤0.01%
1,049
-3
5396
$11K ﹤0.01%
192
-1
5397
$11K ﹤0.01%
183
-8,122
5398
$11K ﹤0.01%
1,286
-62
5399
$11K ﹤0.01%
28,846
+436
5400
$11K ﹤0.01%
2,031
-3,987