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
4001
$250K ﹤0.01%
9,475
+28
4002
$250K ﹤0.01%
34,877
-7,842
4003
$249K ﹤0.01%
9,131
+168
4004
$249K ﹤0.01%
+9
4005
$249K ﹤0.01%
16,262
+5,486
4006
$249K ﹤0.01%
273,904
+273,606
4007
$247K ﹤0.01%
26,115
+5,909
4008
$246K ﹤0.01%
7,063
-14,875
4009
$246K ﹤0.01%
9,384
+6,450
4010
$246K ﹤0.01%
43,573
+41,555
4011
$246K ﹤0.01%
24,087
+10,002
4012
$245K ﹤0.01%
8,578
-3,394
4013
$245K ﹤0.01%
15,572
+5,387
4014
$245K ﹤0.01%
15,277
+3,570
4015
$245K ﹤0.01%
13,201
+12,194
4016
$245K ﹤0.01%
35,822
+35,258
4017
$245K ﹤0.01%
13,540
+8,389
4018
$243K ﹤0.01%
31,650
+31,191
4019
$242K ﹤0.01%
7,815
+4,384
4020
$242K ﹤0.01%
20,912
-10,902
4021
$242K ﹤0.01%
18,119
+1,637
4022
$242K ﹤0.01%
5,411
+629
4023
$242K ﹤0.01%
6,643
-20,954
4024
$240K ﹤0.01%
48,712
+26,961
4025
$240K ﹤0.01%
25,657
-11,161