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
3801
$316K ﹤0.01%
35,656
+10,859
3802
$315K ﹤0.01%
10,647
+8,564
3803
$315K ﹤0.01%
3,561
+1,556
3804
$314K ﹤0.01%
20,409
+508
3805
$314K ﹤0.01%
12,659
-7,683
3806
$314K ﹤0.01%
20,163
+1,077
3807
$314K ﹤0.01%
8,106
-9,915
3808
$314K ﹤0.01%
8,187
-8,032
3809
$313K ﹤0.01%
17,972
+16,792
3810
$312K ﹤0.01%
9,419
+3,635
3811
$312K ﹤0.01%
1,155
-5,260
3812
$312K ﹤0.01%
23,673
+23,562
3813
$311K ﹤0.01%
9,715
-4,801
3814
$310K ﹤0.01%
31,637
+4,692
3815
$310K ﹤0.01%
5,338
-988
3816
$309K ﹤0.01%
14,797
+184
3817
$309K ﹤0.01%
9,773
-4,680
3818
$309K ﹤0.01%
5,291
-28
3819
$308K ﹤0.01%
9,376
-7,071
3820
$307K ﹤0.01%
91,952
+71,242
3821
$307K ﹤0.01%
1,013
-10
3822
$307K ﹤0.01%
36,081
-10,335
3823
$307K ﹤0.01%
16,764
+13,909
3824
$307K ﹤0.01%
58,191
+58,179
3825
$307K ﹤0.01%
21,183
+6,447