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
3076
$886K ﹤0.01%
18,430
+1,392
3077
$886K ﹤0.01%
84,560
+10,177
3078
$885K ﹤0.01%
21,173
+17,664
3079
$881K ﹤0.01%
38,019
-28,463
3080
$876K ﹤0.01%
28,496
+8,209
3081
$876K ﹤0.01%
15,735
+15,731
3082
$873K ﹤0.01%
30,100
+10,524
3083
$871K ﹤0.01%
115,887
+114,930
3084
$871K ﹤0.01%
14,104
-15,218
3085
$870K ﹤0.01%
47,703
-5,644
3086
$870K ﹤0.01%
7,624
+1,693
3087
$870K ﹤0.01%
34,364
-2,600
3088
$866K ﹤0.01%
40,176
+1,751
3089
$865K ﹤0.01%
60,072
-9,352
3090
$864K ﹤0.01%
34,018
+21,310
3091
$864K ﹤0.01%
19,522
-73,245
3092
$862K ﹤0.01%
59,897
+23,731
3093
$862K ﹤0.01%
172,697
+32,119
3094
$861K ﹤0.01%
163,502
+19,900
3095
$861K ﹤0.01%
69,099
+14,159
3096
$860K ﹤0.01%
6,501
-150,823
3097
$857K ﹤0.01%
36,010
+10,536
3098
$857K ﹤0.01%
54,040
-19,640
3099
$856K ﹤0.01%
50,767
+23,888
3100
$856K ﹤0.01%
32,358
+625