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
4026
$240K ﹤0.01%
11,430
-21,558
4027
$240K ﹤0.01%
29,320
-23,369
4028
$240K ﹤0.01%
5,307
-78
4029
$240K ﹤0.01%
+9,793
4030
$239K ﹤0.01%
+8,497
4031
$239K ﹤0.01%
32,055
-20,033
4032
$239K ﹤0.01%
39,300
4033
$239K ﹤0.01%
477,660
-1,926
4034
$238K ﹤0.01%
10,861
-9,139
4035
$237K ﹤0.01%
26,595
+5,220
4036
$237K ﹤0.01%
10,890
+2,037
4037
$237K ﹤0.01%
16,136
-33,258
4038
$236K ﹤0.01%
12,267
-34,228
4039
$236K ﹤0.01%
35,500
+15,000
4040
$236K ﹤0.01%
4,948
+274
4041
$236K ﹤0.01%
+12,095
4042
$235K ﹤0.01%
25,803
+1,004
4043
$235K ﹤0.01%
8,692
4044
$235K ﹤0.01%
33,860
+10,153
4045
$234K ﹤0.01%
18,950
+18,242
4046
$234K ﹤0.01%
7,808
-26,109
4047
$233K ﹤0.01%
750
+327
4048
$233K ﹤0.01%
21,699
-31,532
4049
$233K ﹤0.01%
10,010
+1,074
4050
$233K ﹤0.01%
28,090
+2,525