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
3901
$281K ﹤0.01%
92,635
+38,265
3902
$281K ﹤0.01%
14,132
-11,882
3903
$281K ﹤0.01%
4,161
-587
3904
$281K ﹤0.01%
+145,756
3905
$280K ﹤0.01%
10,184
+3,558
3906
$279K ﹤0.01%
2,539
-170
3907
$279K ﹤0.01%
7,683
-562
3908
$279K ﹤0.01%
5,313
+4,091
3909
$278K ﹤0.01%
10,827
-713
3910
$277K ﹤0.01%
35,265
+6,200
3911
$277K ﹤0.01%
7,827
+2,015
3912
$277K ﹤0.01%
31,759
+5,177
3913
$277K ﹤0.01%
14,322
+8,862
3914
$276K ﹤0.01%
4,246
-116
3915
$276K ﹤0.01%
9,489
+9,146
3916
$276K ﹤0.01%
6,990
-104,152
3917
$276K ﹤0.01%
846
+55
3918
$276K ﹤0.01%
30,333
+15,436
3919
$275K ﹤0.01%
+8,000
3920
$275K ﹤0.01%
74,825
+28,159
3921
$275K ﹤0.01%
20,920
-13,118
3922
$275K ﹤0.01%
14,630
-13,685
3923
$275K ﹤0.01%
28,776
+4,875
3924
$275K ﹤0.01%
16,050
-14,365
3925
$274K ﹤0.01%
10,314
+3,539