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
$259B
AUM Growth
+$31.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,414
New
Increased
Reduced
Closed

Top Buys

1 +$1.96B
2 +$627M
3 +$411M
4
MMM icon
3M
MMM
+$402M
5
RTX icon
RTX Corp
RTX
+$370M

Top Sells

1 +$248M
2 +$242M
3 +$233M
4
BMY icon
Bristol-Myers Squibb
BMY
+$159M
5
BEAM
BEAM INC COM STK (DE)
BEAM
+$158M

Sector Composition

1 Industrials 9.26%
2 Energy 8.1%
3 Healthcare 8.07%
4 Technology 8.03%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3026
$958K ﹤0.01%
11,128
-437
3027
$955K ﹤0.01%
41,912
+8,795
3028
$955K ﹤0.01%
36,637
-67,826
3029
$954K ﹤0.01%
33,867
-13,148
3030
$953K ﹤0.01%
22,496
-4,240
3031
$952K ﹤0.01%
76,697
-158,121
3032
$951K ﹤0.01%
15,229
-13,015
3033
$950K ﹤0.01%
50,419
-63,229
3034
$949K ﹤0.01%
22,469
+19,414
3035
$947K ﹤0.01%
54,694
-5,033
3036
$942K ﹤0.01%
20,741
-11,663
3037
$940K ﹤0.01%
24,216
+7,068
3038
$940K ﹤0.01%
56,048
+14,060
3039
$937K ﹤0.01%
42,114
-267
3040
$936K ﹤0.01%
41,687
+2,577
3041
$935K ﹤0.01%
63,832
-24,351
3042
$932K ﹤0.01%
62,540
+16,979
3043
$930K ﹤0.01%
233
+182
3044
$930K ﹤0.01%
83,125
-15,830
3045
$929K ﹤0.01%
35,733
-480
3046
$928K ﹤0.01%
37,062
+2,337
3047
$928K ﹤0.01%
8,422
+386
3048
$928K ﹤0.01%
113,206
+50,533
3049
$927K ﹤0.01%
9,268
-7,008
3050
$925K ﹤0.01%
6,414
-22,664