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
3501
$477K ﹤0.01%
27,900
+24,500
3502
$477K ﹤0.01%
100,000
3503
$475K ﹤0.01%
75,740
+68,140
3504
$474K ﹤0.01%
40,084
+15,597
3505
$474K ﹤0.01%
3,617
-113
3506
$474K ﹤0.01%
25,817
+356
3507
$474K ﹤0.01%
36,266
+12,900
3508
$473K ﹤0.01%
15,660
-1,206
3509
$473K ﹤0.01%
32,251
+15,195
3510
$473K ﹤0.01%
16,305
-23,543
3511
$472K ﹤0.01%
49,876
+8,550
3512
$472K ﹤0.01%
27,503
-8,960
3513
$471K ﹤0.01%
24,467
-9,824
3514
$471K ﹤0.01%
523,840
+407,314
3515
$471K ﹤0.01%
37,234
+9,622
3516
$470K ﹤0.01%
54,128
+55
3517
$470K ﹤0.01%
168,988
+13,784
3518
$469K ﹤0.01%
221,482
+151,178
3519
$469K ﹤0.01%
35,631
+4,610
3520
$468K ﹤0.01%
22,087
-14,617
3521
$468K ﹤0.01%
19,358
+1,668
3522
$466K ﹤0.01%
17,923
+6,574
3523
$466K ﹤0.01%
26,493
+8,657
3524
$465K ﹤0.01%
33,788
-12,892
3525
$465K ﹤0.01%
17,904
-1,426