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
4076
$223K ﹤0.01%
4,984
+404
4077
$223K ﹤0.01%
18,725
-28,100
4078
$222K ﹤0.01%
3,138
-2,866
4079
$222K ﹤0.01%
15,352
+7,579
4080
$222K ﹤0.01%
9,589
-100,815
4081
$222K ﹤0.01%
3,306
-6,630
4082
$222K ﹤0.01%
6,974
+3,518
4083
$221K ﹤0.01%
13,694
+12,947
4084
$221K ﹤0.01%
9,139
+6,847
4085
$220K ﹤0.01%
10,955
-9,980
4086
$220K ﹤0.01%
19,022
-1,467
4087
$220K ﹤0.01%
7,497
-8,687
4088
$220K ﹤0.01%
13,721
+767
4089
$220K ﹤0.01%
3,236
-4,663
4090
$219K ﹤0.01%
8,592
-7,062
4091
$219K ﹤0.01%
9,769
-232
4092
$218K ﹤0.01%
+14,753
4093
$218K ﹤0.01%
90,464
-219,402
4094
$218K ﹤0.01%
9,171
-1,186
4095
$217K ﹤0.01%
11,498
-14,294
4096
$217K ﹤0.01%
7,509
-1,105
4097
$217K ﹤0.01%
4,222
4098
$217K ﹤0.01%
62,199
+61,915
4099
$217K ﹤0.01%
14,396
-21,718
4100
$217K ﹤0.01%
8,359
+718