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
3476
$490K ﹤0.01%
40,393
-350,484
3477
$490K ﹤0.01%
66,400
-4,450
3478
$490K ﹤0.01%
11,445
-27,386
3479
$489K ﹤0.01%
41,533
-10,372
3480
$488K ﹤0.01%
40,327
+199
3481
$487K ﹤0.01%
15,631
-11,407
3482
$486K ﹤0.01%
112,966
+45,154
3483
$485K ﹤0.01%
29,023
-2,794
3484
$485K ﹤0.01%
57,722
-32,578
3485
$485K ﹤0.01%
119,369
+66,869
3486
$484K ﹤0.01%
2,731
+189
3487
$484K ﹤0.01%
32,040
+27,315
3488
$483K ﹤0.01%
527
+458
3489
$482K ﹤0.01%
50,913
-16,117
3490
$481K ﹤0.01%
+16,965
3491
$481K ﹤0.01%
34,360
-5,943
3492
$481K ﹤0.01%
16,697
+1,784
3493
$481K ﹤0.01%
7,720
-13,283
3494
$481K ﹤0.01%
33,577
-10,773
3495
$480K ﹤0.01%
31,482
+1,087
3496
$480K ﹤0.01%
152,605
+120,819
3497
$479K ﹤0.01%
127,761
-7,537
3498
$477K ﹤0.01%
51,309
-26,442
3499
$477K ﹤0.01%
35,230
+27,628
3500
$477K ﹤0.01%
20,833
-4,758