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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
6026
-1,630
6027
-500
6028
-1,583
6029
-54,710
6030
-13,921
6031
-2,531
6032
-67,816
6033
-10
6034
$0 ﹤0.01%
2,684
+1,954
6035
-20,000
6036
$0 ﹤0.01%
27
-3
6037
-7,500
6038
-170
6039
-592
6040
$0 ﹤0.01%
30
6041
$0 ﹤0.01%
2
6042
-3,507
6043
$0 ﹤0.01%
+289
6044
-157
6045
-18
6046
$0 ﹤0.01%
3
-1
6047
$0 ﹤0.01%
+30
6048
-697
6049
-15
6050
-1,414