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
3401
$537K ﹤0.01%
16,090
+15,073
3402
$536K ﹤0.01%
43,011
+14,781
3403
$535K ﹤0.01%
12,380
-11,335
3404
$535K ﹤0.01%
9,600
+439
3405
$535K ﹤0.01%
31,390
-1,116
3406
$533K ﹤0.01%
42,999
+16,375
3407
$532K ﹤0.01%
76,698
+749
3408
$531K ﹤0.01%
17,334
-2,833
3409
$530K ﹤0.01%
85,197
+33,743
3410
$530K ﹤0.01%
33,846
+19,836
3411
$530K ﹤0.01%
34,649
+34,606
3412
$530K ﹤0.01%
15,222
-2,770
3413
$530K ﹤0.01%
55,781
-2,072
3414
$528K ﹤0.01%
73,031
+63,281
3415
$528K ﹤0.01%
35,560
+1,591
3416
$527K ﹤0.01%
12,204
+3,296
3417
$527K ﹤0.01%
236,853
+112,981
3418
$527K ﹤0.01%
40,535
+1,148
3419
$526K ﹤0.01%
28,154
-17,159
3420
$525K ﹤0.01%
14,752
-2,174
3421
$525K ﹤0.01%
+116,376
3422
$523K ﹤0.01%
9,594
-2,391
3423
$522K ﹤0.01%
425,133
-12,837
3424
$522K ﹤0.01%
22,055
+22,037
3425
$520K ﹤0.01%
47,771
-42,976