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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
5951
-220
5952
-474
5953
-32,028
5954
-2,200
5955
$0 ﹤0.01%
572
+439
5956
$0 ﹤0.01%
50
-1,716
5957
-13,156
5958
-1,156
5959
$0 ﹤0.01%
21
+17
5960
-42
5961
$0 ﹤0.01%
5
-426
5962
-3
5963
$0 ﹤0.01%
14
-400
5964
-19,368
5965
-4,706
5966
-66,257
5967
-45,180
5968
-662,714
5969
-62,446
5970
-222,498
5971
-57,671
5972
-195
5973
-657,273
5974
-208,143
5975
-400