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
3251
$684K ﹤0.01%
29,006
+8,136
3252
$683K ﹤0.01%
54,204
+37,503
3253
$679K ﹤0.01%
27,000
-10,726
3254
$677K ﹤0.01%
23,770
-4,265
3255
$677K ﹤0.01%
+32,457
3256
$676K ﹤0.01%
14,727
-81,780
3257
$676K ﹤0.01%
+25,801
3258
$675K ﹤0.01%
7,602
+5,813
3259
$674K ﹤0.01%
9,633
-337
3260
$674K ﹤0.01%
91,741
-144
3261
$674K ﹤0.01%
47,095
+12,239
3262
$673K ﹤0.01%
79,180
+71,258
3263
$672K ﹤0.01%
28,915
-4,985
3264
$671K ﹤0.01%
11,565
-40,058
3265
$670K ﹤0.01%
183,165
-97,977
3266
$669K ﹤0.01%
71,178
+614
3267
$667K ﹤0.01%
47,304
+1,440
3268
$667K ﹤0.01%
68,580
+63,769
3269
$667K ﹤0.01%
39,917
-1,416
3270
$667K ﹤0.01%
27,752
-14,941
3271
$664K ﹤0.01%
51,746
-3
3272
$661K ﹤0.01%
59,119
-2,369
3273
$661K ﹤0.01%
28,536
+6,508
3274
$660K ﹤0.01%
10,849
+989
3275
$659K ﹤0.01%
6,788
-23,331