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
4051
$233K ﹤0.01%
788,399
+725,754
4052
$232K ﹤0.01%
25,165
+165
4053
$232K ﹤0.01%
8,764
-2,400
4054
$232K ﹤0.01%
10,786
-6,304
4055
$231K ﹤0.01%
8,203
+2,709
4056
$231K ﹤0.01%
4,376
+2,821
4057
$231K ﹤0.01%
17,025
-7,000
4058
$231K ﹤0.01%
5,536
-84
4059
$230K ﹤0.01%
12,529
+12,302
4060
$229K ﹤0.01%
15,006
+12,626
4061
$229K ﹤0.01%
13,262
+3,521
4062
$229K ﹤0.01%
2,882
+2,580
4063
$229K ﹤0.01%
14,140
+6,194
4064
$229K ﹤0.01%
3,982
-13,184
4065
$228K ﹤0.01%
38,691
+38,583
4066
$228K ﹤0.01%
74,805
-56,177
4067
0
4068
$226K ﹤0.01%
4,139
+3,539
4069
$226K ﹤0.01%
14,495
+14,484
4070
$225K ﹤0.01%
2,977
-9,283
4071
$225K ﹤0.01%
11,583
-14,277
4072
$225K ﹤0.01%
20,687
-32,041
4073
$224K ﹤0.01%
19,184
+8,150
4074
$224K ﹤0.01%
13,920
-39,132
4075
$224K ﹤0.01%
116
+81