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
3226
$714K ﹤0.01%
13,066
-100,002
3227
$713K ﹤0.01%
3,366
-6,891
3228
$713K ﹤0.01%
541
-25
3229
$712K ﹤0.01%
32,413
-13,077
3230
$711K ﹤0.01%
25,156
-452
3231
$711K ﹤0.01%
319
+317
3232
$710K ﹤0.01%
14,203
-10,158
3233
$710K ﹤0.01%
14,817
+92
3234
$709K ﹤0.01%
44,318
+26,112
3235
$708K ﹤0.01%
24,341
-27,843
3236
$708K ﹤0.01%
17,575
-2,485
3237
$707K ﹤0.01%
30,635
+8,909
3238
$705K ﹤0.01%
153,906
-23,388
3239
$701K ﹤0.01%
26,184
-73,811
3240
$700K ﹤0.01%
12,333
+2,217
3241
$699K ﹤0.01%
14,622
-8,099
3242
$699K ﹤0.01%
25,656
-6,361
3243
$694K ﹤0.01%
42,353
+25,034
3244
$690K ﹤0.01%
605,862
+307,657
3245
$689K ﹤0.01%
49,280
+8,224
3246
$688K ﹤0.01%
693
+232
3247
$688K ﹤0.01%
45,328
-2,012
3248
$687K ﹤0.01%
39,133
-64,110
3249
$686K ﹤0.01%
27,754
-16,669
3250
$685K ﹤0.01%
37,109
-1,311