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
3451
$504K ﹤0.01%
31,782
+2,677
3452
$504K ﹤0.01%
37,835
+5,500
3453
$504K ﹤0.01%
116,723
-18,944
3454
$503K ﹤0.01%
36,196
+13,975
3455
$503K ﹤0.01%
24,318
-2,212
3456
$502K ﹤0.01%
3,536
-11,403
3457
$501K ﹤0.01%
6,628
+3,591
3458
$501K ﹤0.01%
11,018
-14,068
3459
$501K ﹤0.01%
38,165
+226
3460
$499K ﹤0.01%
13,881
-1,389
3461
$499K ﹤0.01%
54,250
-4,151
3462
$496K ﹤0.01%
36,955
-1,593
3463
$496K ﹤0.01%
19,112
-211
3464
$496K ﹤0.01%
21,322
+4,520
3465
$495K ﹤0.01%
23,743
+5,003
3466
$494K ﹤0.01%
22,500
+1,324
3467
$494K ﹤0.01%
7,945
3468
$494K ﹤0.01%
16,519
-11,504
3469
$493K ﹤0.01%
40,612
-97,542
3470
$493K ﹤0.01%
27,651
+10,550
3471
$493K ﹤0.01%
10,906
-24,122
3472
$492K ﹤0.01%
19,271
+5,984
3473
$492K ﹤0.01%
23,930
+23,920
3474
$492K ﹤0.01%
13,299
+7,396
3475
$491K ﹤0.01%
26,407
+5,229