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
3626
$402K ﹤0.01%
19,073
-1,160
3627
$401K ﹤0.01%
8,288
-280
3628
$401K ﹤0.01%
38,425
+28,038
3629
$400K ﹤0.01%
19,094
+15,494
3630
$400K ﹤0.01%
42,195
-2,691
3631
$400K ﹤0.01%
12,786
+11,249
3632
$400K ﹤0.01%
20,868
-8,685
3633
$400K ﹤0.01%
49,748
+27,697
3634
$399K ﹤0.01%
52,782
+41,416
3635
$398K ﹤0.01%
14,589
-16,325
3636
$397K ﹤0.01%
29,819
+6,032
3637
$397K ﹤0.01%
7,190
-300
3638
$396K ﹤0.01%
8,816
+8,216
3639
$396K ﹤0.01%
69,918
+69,876
3640
$394K ﹤0.01%
16,430
+3,650
3641
$393K ﹤0.01%
24,963
-3,426
3642
$393K ﹤0.01%
6,278
+1,408
3643
$390K ﹤0.01%
28,757
-264,928
3644
$389K ﹤0.01%
51,622
+4,116
3645
$389K ﹤0.01%
16,139
+11,965
3646
$389K ﹤0.01%
34,944
+29,970
3647
$387K ﹤0.01%
249,280
+158,347
3648
$387K ﹤0.01%
26,074
+3,141
3649
$386K ﹤0.01%
30,975
-10,581
3650
$386K ﹤0.01%
20,987
+5,417