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
4101
$216K ﹤0.01%
11,308
-5,043
4102
$216K ﹤0.01%
17,045
+3,525
4103
$216K ﹤0.01%
64,855
-38,893
4104
$216K ﹤0.01%
13,727
-496
4105
$216K ﹤0.01%
10,688
-17,696
4106
$216K ﹤0.01%
6,372
-18,058
4107
$215K ﹤0.01%
16,382
-10,989
4108
$215K ﹤0.01%
5,904
-17,141
4109
$215K ﹤0.01%
6,908
+5,219
4110
$214K ﹤0.01%
14,550
-63,225
4111
$214K ﹤0.01%
+6,006
4112
$214K ﹤0.01%
52,022
+40,406
4113
$214K ﹤0.01%
10,364
-27,007
4114
$214K ﹤0.01%
+118
4115
$213K ﹤0.01%
+4,145
4116
$213K ﹤0.01%
36,446
-2,309
4117
$213K ﹤0.01%
17,387
+1,124
4118
$213K ﹤0.01%
25,605
+7,700
4119
$212K ﹤0.01%
13,273
+7,404
4120
$212K ﹤0.01%
2,090
-1
4121
$211K ﹤0.01%
6,382
+74
4122
$211K ﹤0.01%
27,109
+6,004
4123
$211K ﹤0.01%
14,055
+500
4124
$210K ﹤0.01%
5,708
-741
4125
$210K ﹤0.01%
5,100