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
3126
$812K ﹤0.01%
6,969
+6,746
3127
$812K ﹤0.01%
44,117
+6,713
3128
$809K ﹤0.01%
84,278
+84,062
3129
$808K ﹤0.01%
117,853
+28,817
3130
$808K ﹤0.01%
37,619
-30,394
3131
$807K ﹤0.01%
44,796
-31,475
3132
$805K ﹤0.01%
25,330
-4,181
3133
$805K ﹤0.01%
69,851
-1,227
3134
$804K ﹤0.01%
59,145
-19,700
3135
$804K ﹤0.01%
51,400
-3,999
3136
$804K ﹤0.01%
15,840
-1,662
3137
$796K ﹤0.01%
21,638
-129
3138
$795K ﹤0.01%
27,730
-7,319
3139
$794K ﹤0.01%
41,812
+32,400
3140
$793K ﹤0.01%
55,300
-3,500
3141
$793K ﹤0.01%
59,622
+11,298
3142
$790K ﹤0.01%
22,185
-2,932
3143
$788K ﹤0.01%
10,834
+6,420
3144
$788K ﹤0.01%
306,553
+257,554
3145
$787K ﹤0.01%
57,650
-5,624
3146
$786K ﹤0.01%
5,161
-4,099
3147
$785K ﹤0.01%
68,003
-1,807
3148
$784K ﹤0.01%
13,814
-72,096
3149
$783K ﹤0.01%
16,828
+1,142
3150
$781K ﹤0.01%
13,161
+4,483