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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
3926
$274K ﹤0.01%
5,736
-23,848
3927
$274K ﹤0.01%
40,000
-298
3928
$274K ﹤0.01%
10,314
+3,539
3929
$274K ﹤0.01%
2,221
+650
3930
$274K ﹤0.01%
60,972
+60,948
3931
$273K ﹤0.01%
12,876
+11,874
3932
$272K ﹤0.01%
2,781
-1,851
3933
$272K ﹤0.01%
8,670
-42,915
3934
$272K ﹤0.01%
12,810
-11,538
3935
$272K ﹤0.01%
19,510
-329
3936
$271K ﹤0.01%
732
+32
3937
$271K ﹤0.01%
233
3938
$271K ﹤0.01%
10,177
+4,517
3939
$270K ﹤0.01%
23,623
+16,088
3940
$269K ﹤0.01%
10,728
+64
3941
$268K ﹤0.01%
24,092
-20,034
3942
$268K ﹤0.01%
9,524
+3,419
3943
$267K ﹤0.01%
+10,525
3944
$267K ﹤0.01%
26,153
+25,520
3945
$266K ﹤0.01%
2,663
+444
3946
$265K ﹤0.01%
64,289
-37,284
3947
$265K ﹤0.01%
7,920
-3,532
3948
$265K ﹤0.01%
8,530
-14,647
3949
$265K ﹤0.01%
10,532
-8,799
3950
$265K ﹤0.01%
14,904
+7,191