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
3976
$259K ﹤0.01%
14,070
-12,502
3977
$259K ﹤0.01%
91,728
-6,622
3978
$259K ﹤0.01%
112,376
+67,802
3979
$259K ﹤0.01%
9,927
+9,905
3980
$258K ﹤0.01%
6,945
-5,303
3981
$258K ﹤0.01%
9,685
+4,174
3982
$258K ﹤0.01%
10,000
+5,000
3983
$257K ﹤0.01%
11,362
+9,326
3984
$257K ﹤0.01%
25,560
+12,514
3985
$255K ﹤0.01%
6,135
-3,020
3986
$255K ﹤0.01%
19,492
+6,651
3987
$255K ﹤0.01%
6,516
+2,486
3988
$255K ﹤0.01%
9,850
+1,700
3989
$255K ﹤0.01%
2,531
+390
3990
$254K ﹤0.01%
29,506
+3,125
3991
$254K ﹤0.01%
92,874
+92,853
3992
$254K ﹤0.01%
14,338
-2,699
3993
$254K ﹤0.01%
7,277
+1,741
3994
$253K ﹤0.01%
5,150
-2,948
3995
$253K ﹤0.01%
12,260
-350
3996
$253K ﹤0.01%
11,065
+3,529
3997
$253K ﹤0.01%
261,050
-41,800
3998
$252K ﹤0.01%
6,188
-8,273
3999
$252K ﹤0.01%
37,024
+18,358
4000
$251K ﹤0.01%
22,907
-647