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
4126
$209K ﹤0.01%
1
4127
$209K ﹤0.01%
4,038
+300
4128
$208K ﹤0.01%
22,053
-9,297
4129
$208K ﹤0.01%
11,043
+10,947
4130
$208K ﹤0.01%
7,709
+7,703
4131
$207K ﹤0.01%
+7,093
4132
$207K ﹤0.01%
5,851
+41
4133
$207K ﹤0.01%
13,972
+12,115
4134
$206K ﹤0.01%
12,511
+7,054
4135
$206K ﹤0.01%
20,268
+12,413
4136
$206K ﹤0.01%
3,548
-7,230
4137
$205K ﹤0.01%
11,900
+10,900
4138
$205K ﹤0.01%
8,142
-20,558
4139
$204K ﹤0.01%
48,450
-27,564
4140
$204K ﹤0.01%
9,206
+1,354
4141
$204K ﹤0.01%
15,194
-1,000
4142
$203K ﹤0.01%
13,572
+1,680
4143
$203K ﹤0.01%
15,234
+4,529
4144
$203K ﹤0.01%
825
+177
4145
$203K ﹤0.01%
1,266
+430
4146
$203K ﹤0.01%
14,670
+7,184
4147
$203K ﹤0.01%
30,518
+17,198
4148
$202K ﹤0.01%
7,695
-11,336
4149
$202K ﹤0.01%
42,180
4150
$202K ﹤0.01%
3,367
+3,323