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
3151
$781K ﹤0.01%
92,247
-176,896
3152
$781K ﹤0.01%
44,009
+1,754
3153
$781K ﹤0.01%
30,324
+526
3154
$781K ﹤0.01%
62,867
-5,251
3155
$780K ﹤0.01%
4,704
-528
3156
$780K ﹤0.01%
32,405
-22,943
3157
$780K ﹤0.01%
33,425
+12,203
3158
$779K ﹤0.01%
36,488
-34,774
3159
$776K ﹤0.01%
51,412
+13,525
3160
$775K ﹤0.01%
29,477
-16,196
3161
$775K ﹤0.01%
61,338
+41,404
3162
$775K ﹤0.01%
33,082
-34,618
3163
$774K ﹤0.01%
22,236
+20,953
3164
$773K ﹤0.01%
22,301
+2,637
3165
$771K ﹤0.01%
24,294
+7,494
3166
$771K ﹤0.01%
60,471
-22,133
3167
$770K ﹤0.01%
9,686
-6,220
3168
$769K ﹤0.01%
53,897
-1,363
3169
$769K ﹤0.01%
36,008
-5,660
3170
$768K ﹤0.01%
24,031
+3,352
3171
$766K ﹤0.01%
34,896
-2,293
3172
$764K ﹤0.01%
10,574
+70
3173
$764K ﹤0.01%
75,721
-35,920
3174
$761K ﹤0.01%
19,597
+31
3175
$761K ﹤0.01%
38,511
-14,412