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Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 25.25%
 

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
+25.25%
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%
21,150
+1,725
3852
$297K ﹤0.01%
12,004
-10,546
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%
58,823
+11,066
3857
$295K ﹤0.01%
189,120
-170,832
3858
$294K ﹤0.01%
12,912
+156
3859
$294K ﹤0.01%
12,025
-15,847
3860
$293K ﹤0.01%
5,624
+1,132
3861
$293K ﹤0.01%
44,917
+25,133
3862
$293K ﹤0.01%
35,529
+1,899
3863
$293K ﹤0.01%
6,439
+6,434
3864
$293K ﹤0.01%
43,335
+43,230
3865
$292K ﹤0.01%
3,796
-5,813
3866
$292K ﹤0.01%
103,808
+97,910
3867
$292K ﹤0.01%
12,639
+5,540
3868
$292K ﹤0.01%
8,219
+4,355
3869
$292K ﹤0.01%
125,966
-780,916
3870
$292K ﹤0.01%
+2,226
3871
$291K ﹤0.01%
20,712
+5,872
3872
$291K ﹤0.01%
15,134
-367
3873
$290K ﹤0.01%
20,885
+2,212
3874
$290K ﹤0.01%
17,750
+812
3875
$290K ﹤0.01%
348
+325