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
3601
$413K ﹤0.01%
15,667
-26,731
3602
$413K ﹤0.01%
8,032
+523
3603
$412K ﹤0.01%
18,966
-10,338
3604
$411K ﹤0.01%
19,896
-977
3605
$411K ﹤0.01%
9,660
-154
3606
$411K ﹤0.01%
21,405
+5,906
3607
$411K ﹤0.01%
27,521
-80,883
3608
$411K ﹤0.01%
13,778
-635,256
3609
$410K ﹤0.01%
53,996
+38,889
3610
$410K ﹤0.01%
18,794
+4,288
3611
$410K ﹤0.01%
25,422
+17,864
3612
$410K ﹤0.01%
33,897
-6,263
3613
$410K ﹤0.01%
5,208
+2,059
3614
$409K ﹤0.01%
40,518
+31,328
3615
$409K ﹤0.01%
57
+55
3616
$409K ﹤0.01%
50,835
+14,326
3617
$408K ﹤0.01%
33,051
+22,101
3618
$408K ﹤0.01%
65,530
+35,518
3619
$406K ﹤0.01%
14,602
-4,556
3620
$404K ﹤0.01%
43,841
+32,284
3621
$403K ﹤0.01%
9,323
+5,010
3622
$403K ﹤0.01%
59,657
+54,926
3623
$403K ﹤0.01%
16,769
+12,868
3624
$403K ﹤0.01%
258,301
+232,442
3625
$402K ﹤0.01%
3,788
+1,972