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
3301
$645K ﹤0.01%
101,262
-22,167
3302
$644K ﹤0.01%
69,088
+24,911
3303
$644K ﹤0.01%
27,382
-27,987
3304
$643K ﹤0.01%
11,096
-28,843
3305
$642K ﹤0.01%
29,826
+752
3306
$641K ﹤0.01%
33,100
+1,500
3307
$638K ﹤0.01%
89,013
+10,210
3308
$636K ﹤0.01%
22,209
-34,676
3309
$636K ﹤0.01%
20,917
+6,190
3310
$636K ﹤0.01%
22,825
+5,348
3311
$635K ﹤0.01%
44,533
+20,852
3312
$632K ﹤0.01%
34,080
-9,364
3313
$632K ﹤0.01%
53,263
+26,690
3314
$631K ﹤0.01%
35,460
3315
$628K ﹤0.01%
7,903
-10,122
3316
$627K ﹤0.01%
14,075
-36,014
3317
$627K ﹤0.01%
22,724
-9,448
3318
$625K ﹤0.01%
8,096
-10,508
3319
$625K ﹤0.01%
37,019
+19,737
3320
$624K ﹤0.01%
12,936
+6,441
3321
$624K ﹤0.01%
50,077
+38,217
3322
$623K ﹤0.01%
47,288
+9,738
3323
$622K ﹤0.01%
66,433
-31,609
3324
$622K ﹤0.01%
17,139
-49,810
3325
$621K ﹤0.01%
9,475
+5,830