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
3101
$856K ﹤0.01%
10,895
-357
3102
$851K ﹤0.01%
42,274
+13,581
3103
$851K ﹤0.01%
35,324
-6,610
3104
$850K ﹤0.01%
28,871
-37,673
3105
$850K ﹤0.01%
29,030
+1,561
3106
$850K ﹤0.01%
19,489
-3,882
3107
$850K ﹤0.01%
16,015
-11,414
3108
$848K ﹤0.01%
35,777
+18,700
3109
$844K ﹤0.01%
139,112
-34,168
3110
$843K ﹤0.01%
30,153
+143
3111
$841K ﹤0.01%
+614,011
3112
$840K ﹤0.01%
4,493
-14,451
3113
$834K ﹤0.01%
18,994
-13,036
3114
$834K ﹤0.01%
2,763
+1,362
3115
$834K ﹤0.01%
13,038
-14,363
3116
$833K ﹤0.01%
58,361
-32,153
3117
$832K ﹤0.01%
61,203
+7,737
3118
$828K ﹤0.01%
45,484
+43,341
3119
$826K ﹤0.01%
62,874
-34,192
3120
$824K ﹤0.01%
25,178
-6,300
3121
$824K ﹤0.01%
16,910
+12,285
3122
$822K ﹤0.01%
25,796
+22,983
3123
$820K ﹤0.01%
40,071
-19,249
3124
$815K ﹤0.01%
78,327
+68,216
3125
$812K ﹤0.01%
7,771
-5,197