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
3651
$386K ﹤0.01%
14,214
-2,293
3652
$384K ﹤0.01%
50,459
+9,177
3653
$384K ﹤0.01%
2,508
+1,905
3654
$383K ﹤0.01%
25,733
-32,398
3655
$383K ﹤0.01%
7,066
+2,062
3656
$382K ﹤0.01%
27,532
+672
3657
$382K ﹤0.01%
18,902
+18,670
3658
$381K ﹤0.01%
9,936
-5,597
3659
$381K ﹤0.01%
914
-13,855
3660
$381K ﹤0.01%
15,408
+13,145
3661
$380K ﹤0.01%
10,835
+7,076
3662
$380K ﹤0.01%
56,600
+40,600
3663
$379K ﹤0.01%
16,784
-110,572
3664
$379K ﹤0.01%
64,300
-75,265
3665
$378K ﹤0.01%
8,455
-14,294
3666
$377K ﹤0.01%
58,787
+6,184
3667
$377K ﹤0.01%
50,051
+5,151
3668
$376K ﹤0.01%
6,688
-10,978
3669
$375K ﹤0.01%
18,863
+10,704
3670
$375K ﹤0.01%
9,916
+1,148
3671
$373K ﹤0.01%
4,108
3672
$373K ﹤0.01%
+15,499
3673
$373K ﹤0.01%
253,974
+23,876
3674
$372K ﹤0.01%
11,884
+10,350
3675
$371K ﹤0.01%
25,666
-27,161