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
3326
$621K ﹤0.01%
25,209
-807
3327
$618K ﹤0.01%
57,010
-1,061
3328
$617K ﹤0.01%
+30,038
3329
$616K ﹤0.01%
10,256
-43
3330
$615K ﹤0.01%
15,544
+839
3331
$615K ﹤0.01%
21,270
+18,657
3332
$615K ﹤0.01%
11,029
+1,870
3333
$613K ﹤0.01%
6,444
-406
3334
$611K ﹤0.01%
30,265
-2,730
3335
$611K ﹤0.01%
41,010
+17,610
3336
$611K ﹤0.01%
8,810
-16,953
3337
$607K ﹤0.01%
41,428
+4,094
3338
$606K ﹤0.01%
4,783
+4,601
3339
$606K ﹤0.01%
133,395
+115,302
3340
$604K ﹤0.01%
47,844
+10,428
3341
$597K ﹤0.01%
12,507
-160
3342
$595K ﹤0.01%
12,901
-15,462
3343
$592K ﹤0.01%
5,576
-9,412
3344
$591K ﹤0.01%
40,675
-1,000
3345
$591K ﹤0.01%
44,505
-13,337
3346
$590K ﹤0.01%
41,002
+34,536
3347
$589K ﹤0.01%
34,480
-101
3348
$589K ﹤0.01%
24,490
+6,042
3349
$588K ﹤0.01%
2,088
+382
3350
$588K ﹤0.01%
52,650
+23,439