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
3876
$290K ﹤0.01%
27,748
+27,745
3877
$290K ﹤0.01%
219,969
+218,687
3878
$290K ﹤0.01%
20,885
+2,212
3879
$290K ﹤0.01%
7,603
+1,261
3880
$289K ﹤0.01%
4,770
-11,799
3881
$288K ﹤0.01%
21,888
+16,870
3882
$288K ﹤0.01%
8,414
-419
3883
$288K ﹤0.01%
35,655
+26,378
3884
$288K ﹤0.01%
4,910
-50,900
3885
$288K ﹤0.01%
20,419
+7,756
3886
$287K ﹤0.01%
143
+71
3887
$286K ﹤0.01%
20,526
-603,786
3888
$286K ﹤0.01%
+28,310
3889
$286K ﹤0.01%
312,303
+267,703
3890
$285K ﹤0.01%
19,608
-84,668
3891
$285K ﹤0.01%
+338
3892
$285K ﹤0.01%
6,677
+4,461
3893
$284K ﹤0.01%
3,261
-65,974
3894
$284K ﹤0.01%
12,384
-39,240
3895
$284K ﹤0.01%
13,927
-109,323
3896
$283K ﹤0.01%
7,098
+2,072
3897
$283K ﹤0.01%
18,106
+1,343
3898
$283K ﹤0.01%
41,991
+5,366
3899
$283K ﹤0.01%
8,044
+5,837
3900
$281K ﹤0.01%
14,357
+14,179