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
3776
$325K ﹤0.01%
5,585
+25
3777
$325K ﹤0.01%
25,364
+25,346
3778
$324K ﹤0.01%
39,882
+38,776
3779
$324K ﹤0.01%
24,393
-34,840
3780
$324K ﹤0.01%
13,589
-1,473,598
3781
$323K ﹤0.01%
8,855
+4,621
3782
$323K ﹤0.01%
10,650
+4,300
3783
$322K ﹤0.01%
10,225
3784
$322K ﹤0.01%
11,873
-1,426
3785
$322K ﹤0.01%
10,294
+3,972
3786
$322K ﹤0.01%
17,425
+11,146
3787
$322K ﹤0.01%
9,870
+99
3788
$321K ﹤0.01%
10,475
+3,395
3789
$321K ﹤0.01%
17,950
+200
3790
$321K ﹤0.01%
12,050
+8,479
3791
$320K ﹤0.01%
57,947
-66,342
3792
$320K ﹤0.01%
1,964
+1,498
3793
$320K ﹤0.01%
9,350
+219
3794
$320K ﹤0.01%
20,574
+10,923
3795
$319K ﹤0.01%
27,362
-475
3796
$319K ﹤0.01%
13
+12
3797
$319K ﹤0.01%
18,486
+7,875
3798
$319K ﹤0.01%
20,300
-32,620
3799
$319K ﹤0.01%
6,015
+461
3800
$318K ﹤0.01%
21,993
+14,254