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
3526
$465K ﹤0.01%
35,854
+14,051
3527
$465K ﹤0.01%
29,566
+14,103
3528
$464K ﹤0.01%
32,742
-2,057
3529
$463K ﹤0.01%
9,167
+2,882
3530
$463K ﹤0.01%
1,343
-1,674
3531
$461K ﹤0.01%
48,940
+6,160
3532
$461K ﹤0.01%
8,678
+2,039
3533
$461K ﹤0.01%
20,883
+16,393
3534
$461K ﹤0.01%
2,608
+1,795
3535
$459K ﹤0.01%
22,961
+4,212
3536
$459K ﹤0.01%
20,942
+20,923
3537
$458K ﹤0.01%
29,600
+4,892
3538
$457K ﹤0.01%
33,380
-10,304
3539
$456K ﹤0.01%
16,683
-4,202
3540
$454K ﹤0.01%
4,976
-18,721
3541
$453K ﹤0.01%
21,273
-955
3542
$452K ﹤0.01%
13,409
+2,542
3543
$452K ﹤0.01%
26,100
+21,304
3544
$451K ﹤0.01%
30,366
+5,739
3545
$450K ﹤0.01%
67,624
+51,058
3546
$447K ﹤0.01%
42,204
+13,838
3547
$447K ﹤0.01%
39,641
-588
3548
$446K ﹤0.01%
27,225
3549
$446K ﹤0.01%
58,220
+1,196
3550
$446K ﹤0.01%
113,823
+105,603