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
3576
$425K ﹤0.01%
12,830
+4,970
3577
$425K ﹤0.01%
24,314
+90
3578
$424K ﹤0.01%
16,732
+7,283
3579
$422K ﹤0.01%
14,878
-20,540
3580
$422K ﹤0.01%
+119
3581
$421K ﹤0.01%
4,750
+4,525
3582
$421K ﹤0.01%
10,159
-17,109
3583
$419K ﹤0.01%
4,480
-12,051
3584
$419K ﹤0.01%
28,664
+8,617
3585
$419K ﹤0.01%
8,099
+4,170
3586
$418K ﹤0.01%
22,477
+64
3587
$417K ﹤0.01%
10,985
-18,655
3588
$417K ﹤0.01%
2,378
+874
3589
$417K ﹤0.01%
40,654
+2,350
3590
$417K ﹤0.01%
6,090
+1,363
3591
$416K ﹤0.01%
34,985
+27,800
3592
$416K ﹤0.01%
23,885
-9,894
3593
$415K ﹤0.01%
31,535
+760
3594
$415K ﹤0.01%
28,670
+4,098
3595
$415K ﹤0.01%
+381
3596
$415K ﹤0.01%
41,852
+27,894
3597
$414K ﹤0.01%
431,355
+425,149
3598
$414K ﹤0.01%
4,870
+4,299
3599
$414K ﹤0.01%
12,214
-1,235
3600
$414K ﹤0.01%
26,506
+17,020