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
3426
$520K ﹤0.01%
39,160
+6,401
3427
$520K ﹤0.01%
20,000
3428
$519K ﹤0.01%
30,425
+21,853
3429
$519K ﹤0.01%
20,129
-3,940
3430
$519K ﹤0.01%
19,575
+5,098
3431
$519K ﹤0.01%
412,287
+400,112
3432
$516K ﹤0.01%
25,888
-6,572
3433
$515K ﹤0.01%
2,511
+1,804
3434
$514K ﹤0.01%
65,784
+11,538
3435
$514K ﹤0.01%
34,504
+3,291
3436
$514K ﹤0.01%
13,237
+12,796
3437
$513K ﹤0.01%
14,693
-14,537
3438
$513K ﹤0.01%
49,842
-607
3439
$512K ﹤0.01%
11,110
-34,427
3440
$512K ﹤0.01%
62,380
-205,445
3441
$512K ﹤0.01%
+8,689
3442
$511K ﹤0.01%
36,698
+5
3443
$511K ﹤0.01%
7,790
+4,729
3444
$509K ﹤0.01%
26,779
+2,103
3445
$509K ﹤0.01%
77,840
+8,802
3446
$509K ﹤0.01%
29,114
+19,181
3447
$508K ﹤0.01%
26,978
+7,882
3448
$506K ﹤0.01%
47,477
+2,178
3449
$505K ﹤0.01%
64,169
-152,012
3450
$505K ﹤0.01%
17,475
-103,467