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
3551
$445K ﹤0.01%
134,028
+102,527
3552
$444K ﹤0.01%
9,068
-7,573
3553
$443K ﹤0.01%
36,299
-30,533
3554
$442K ﹤0.01%
31,035
-62,210
3555
$442K ﹤0.01%
+3,996
3556
$441K ﹤0.01%
129,837
+73,979
3557
$441K ﹤0.01%
26,936
+1,219
3558
$441K ﹤0.01%
42,185
-6,556
3559
$440K ﹤0.01%
37,062
+28,576
3560
$438K ﹤0.01%
3,870
+3,452
3561
$437K ﹤0.01%
32,238
-14,808
3562
$437K ﹤0.01%
8,924
+3,798
3563
$436K ﹤0.01%
8,575
+5,160
3564
$435K ﹤0.01%
9,098
-28,251
3565
$435K ﹤0.01%
10,653
-1,849
3566
$433K ﹤0.01%
15,564
+13,881
3567
$431K ﹤0.01%
20,337
-3,481
3568
$430K ﹤0.01%
35,884
-34,960
3569
$430K ﹤0.01%
50,711
+36,830
3570
$429K ﹤0.01%
31,915
+6,098
3571
$428K ﹤0.01%
4,753
+4,578
3572
$428K ﹤0.01%
23,380
+23,105
3573
$427K ﹤0.01%
39,000
3574
$427K ﹤0.01%
18,759
-18,861
3575
$425K ﹤0.01%
17,719
-10