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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
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%
7,683
-562
3907
$279K ﹤0.01%
5,313
+4,091
3908
$279K ﹤0.01%
2,539
-170
3909
$278K ﹤0.01%
10,827
-713
3910
$277K ﹤0.01%
7,827
+2,015
3911
$277K ﹤0.01%
31,759
+5,177
3912
$277K ﹤0.01%
14,322
+8,862
3913
$277K ﹤0.01%
35,265
+6,200
3914
$276K ﹤0.01%
4,246
-116
3915
$276K ﹤0.01%
846
+55
3916
$276K ﹤0.01%
30,333
+15,436
3917
$276K ﹤0.01%
9,489
+9,146
3918
$276K ﹤0.01%
6,990
-104,152
3919
$275K ﹤0.01%
20,920
-13,118
3920
$275K ﹤0.01%
14,630
-13,685
3921
$275K ﹤0.01%
28,776
+4,875
3922
$275K ﹤0.01%
16,050
-14,365
3923
$275K ﹤0.01%
+8,000
3924
$275K ﹤0.01%
74,825
+28,159
3925
$274K ﹤0.01%
26,217
+3,068