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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
3951
$264K ﹤0.01%
8,762
-9,742
3952
$264K ﹤0.01%
12,349
-9,418
3953
$263K ﹤0.01%
18,280
+2,696
3954
$263K ﹤0.01%
10,651
-526
3955
$263K ﹤0.01%
23,837
+69
3956
$263K ﹤0.01%
47,681
+32,883
3957
$263K ﹤0.01%
3,961
-9,406
3958
$263K ﹤0.01%
32,452
+5,000
3959
$262K ﹤0.01%
18,642
+9,774
3960
$262K ﹤0.01%
21,264
-4,604
3961
$262K ﹤0.01%
19,142
-381
3962
$262K ﹤0.01%
14,853
-160
3963
$262K ﹤0.01%
7,115
-6,145
3964
$261K ﹤0.01%
9,825
-2,595
3965
$261K ﹤0.01%
8,125
+3,015
3966
$261K ﹤0.01%
39,642
+37,981
3967
$261K ﹤0.01%
38,733
+3,733
3968
$260K ﹤0.01%
32
+20
3969
$260K ﹤0.01%
+32,716
3970
$260K ﹤0.01%
1,692
+1,420
3971
$260K ﹤0.01%
62,419
+61,704
3972
$260K ﹤0.01%
11,023
+668
3973
$260K ﹤0.01%
17,878
+549
3974
$260K ﹤0.01%
19,655
+8,180
3975
$260K ﹤0.01%
22,738
+7,386