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
3676
$371K ﹤0.01%
74,256
+28,806
3677
$371K ﹤0.01%
25,111
+13,420
3678
$370K ﹤0.01%
6,892
-34,388
3679
$370K ﹤0.01%
20,869
+3,270
3680
$370K ﹤0.01%
9,706
-14,551
3681
$369K ﹤0.01%
161,719
-31,036
3682
$368K ﹤0.01%
25,713
-9,431
3683
$367K ﹤0.01%
141,417
+63,128
3684
$367K ﹤0.01%
39,985
+1,604
3685
$366K ﹤0.01%
27,065
3686
$365K ﹤0.01%
12,358
+6,153
3687
$364K ﹤0.01%
9,754
+5,642
3688
$364K ﹤0.01%
24,881
+104
3689
$364K ﹤0.01%
7,475
+7,058
3690
$363K ﹤0.01%
19,550
+8,291
3691
$363K ﹤0.01%
15,101
-13,495
3692
$363K ﹤0.01%
19,720
-45,077
3693
$363K ﹤0.01%
18,002
-18,959
3694
$362K ﹤0.01%
21,445
-10,318
3695
$361K ﹤0.01%
8,900
-7,681
3696
$361K ﹤0.01%
66,636
+62,163
3697
$361K ﹤0.01%
13,989
+6,735
3698
$360K ﹤0.01%
22,172
-11,164
3699
$360K ﹤0.01%
165,698
+165,553
3700
$359K ﹤0.01%
15,309
-2,636