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
3851
$297K ﹤0.01%
18,094
-15,804
3852
$297K ﹤0.01%
21,150
+1,725
3853
$296K ﹤0.01%
9,363
+8,331
3854
$295K ﹤0.01%
13,665
+7,639
3855
$295K ﹤0.01%
2,326
+325
3856
$295K ﹤0.01%
189,120
-170,832
3857
$295K ﹤0.01%
58,823
+11,066
3858
$294K ﹤0.01%
12,912
+156
3859
$294K ﹤0.01%
12,025
-15,847
3860
$293K ﹤0.01%
64,386
+64,333
3861
$293K ﹤0.01%
35,529
+1,899
3862
$293K ﹤0.01%
43,335
+43,230
3863
$293K ﹤0.01%
5,624
+1,132
3864
$293K ﹤0.01%
44,917
+25,133
3865
$292K ﹤0.01%
125,966
-780,916
3866
$292K ﹤0.01%
3,796
-5,813
3867
$292K ﹤0.01%
103,808
+97,910
3868
$292K ﹤0.01%
12,639
+5,540
3869
$292K ﹤0.01%
+2,226
3870
$292K ﹤0.01%
8,219
+4,355
3871
$291K ﹤0.01%
20,712
+5,872
3872
$291K ﹤0.01%
15,134
-367
3873
$290K ﹤0.01%
17,750
+812
3874
$290K ﹤0.01%
348
+325
3875
$290K ﹤0.01%
251,960
+206,675