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
3201
$736K ﹤0.01%
42,418
+28,876
3202
$735K ﹤0.01%
21,713
+9,391
3203
$735K ﹤0.01%
35,389
-48,462
3204
$735K ﹤0.01%
23,888
-6,149
3205
$734K ﹤0.01%
56,160
-102,660
3206
$731K ﹤0.01%
39,788
-15,500
3207
$731K ﹤0.01%
24,314
+2,823
3208
$730K ﹤0.01%
73,668
-27,192
3209
$729K ﹤0.01%
64,463
-1,900,384
3210
$729K ﹤0.01%
36,430
+13,067
3211
$727K ﹤0.01%
22,105
+15,078
3212
$724K ﹤0.01%
16,100
-125,000
3213
$723K ﹤0.01%
65,658
-29,282
3214
$723K ﹤0.01%
60,426
-3,222
3215
$721K ﹤0.01%
68,163
-241,185
3216
$721K ﹤0.01%
21,052
+882
3217
$720K ﹤0.01%
31,647
-28,400
3218
$720K ﹤0.01%
99,900
+84,900
3219
$719K ﹤0.01%
50,573
-24,186
3220
$719K ﹤0.01%
16,181
-2,039
3221
$718K ﹤0.01%
14,153
-25,663
3222
$717K ﹤0.01%
57,078
-70,914
3223
$717K ﹤0.01%
70,994
-20,606
3224
$715K ﹤0.01%
123,276
-67,911
3225
$714K ﹤0.01%
24,865
-19,296