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
3276
$656K ﹤0.01%
21,914
+6,200
3277
$655K ﹤0.01%
13,892
+11,697
3278
$655K ﹤0.01%
259,010
+8,950
3279
$654K ﹤0.01%
47,945
+3,179
3280
$654K ﹤0.01%
50,177
-3,682
3281
$654K ﹤0.01%
40,682
+39,300
3282
$653K ﹤0.01%
6,540
-3,061
3283
$652K ﹤0.01%
10,553
-12,502
3284
$651K ﹤0.01%
12,885
+11,536
3285
$651K ﹤0.01%
24,924
+24,088
3286
$651K ﹤0.01%
37,018
+22,819
3287
$650K ﹤0.01%
34,938
+33,972
3288
$650K ﹤0.01%
656,894
+116,832
3289
$650K ﹤0.01%
14,397
+4,131
3290
$649K ﹤0.01%
23,024
+11,961
3291
$648K ﹤0.01%
13,588
-6,324
3292
$648K ﹤0.01%
57,349
-37,039
3293
$648K ﹤0.01%
179,576
+73,994
3294
$647K ﹤0.01%
16,304
-803
3295
$647K ﹤0.01%
54,033
-55,271
3296
$646K ﹤0.01%
22,895
+4,955
3297
$646K ﹤0.01%
24,270
+101
3298
$645K ﹤0.01%
72,027
-3,212
3299
$645K ﹤0.01%
10,490
+145
3300
$645K ﹤0.01%
31,034
+19,121