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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
5501
$7K ﹤0.01%
988
5502
$7K ﹤0.01%
426
+145
5503
$7K ﹤0.01%
100
-2,035
5504
$7K ﹤0.01%
+307
5505
$7K ﹤0.01%
900
-4,724
5506
$7K ﹤0.01%
10
5507
$7K ﹤0.01%
753
+216
5508
$7K ﹤0.01%
4,542
5509
$7K ﹤0.01%
912
5510
$7K ﹤0.01%
2,500
5511
$7K ﹤0.01%
2,115
-1,757
5512
$7K ﹤0.01%
995
+295
5513
$7K ﹤0.01%
527
5514
$6K ﹤0.01%
252
5515
$6K ﹤0.01%
325
-347
5516
$6K ﹤0.01%
+530
5517
$6K ﹤0.01%
300
-2,611
5518
$6K ﹤0.01%
9
5519
$6K ﹤0.01%
+1,200
5520
$6K ﹤0.01%
870
-60
5521
$6K ﹤0.01%
440
5522
$6K ﹤0.01%
85
-18
5523
$6K ﹤0.01%
52
5524
$6K ﹤0.01%
178
-16,048
5525
$6K ﹤0.01%
5