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
4176
$192K ﹤0.01%
10,760
-8,148
4177
$192K ﹤0.01%
7,008
+5,250
4178
$191K ﹤0.01%
4,724
+125
4179
$191K ﹤0.01%
75,359
+57,759
4180
$191K ﹤0.01%
9,004
-58,733
4181
$191K ﹤0.01%
25,772
+5,480
4182
$191K ﹤0.01%
4,992
-25,254
4183
$191K ﹤0.01%
9,555
-824
4184
$191K ﹤0.01%
17,079
+2,745
4185
$190K ﹤0.01%
10,683
-6,777
4186
$190K ﹤0.01%
13,480
-102,110
4187
$190K ﹤0.01%
6,543
+6,522
4188
$190K ﹤0.01%
+10,209
4189
$190K ﹤0.01%
13,730
+5,585
4190
$190K ﹤0.01%
182,725
+182,708
4191
$190K ﹤0.01%
10,000
4192
$190K ﹤0.01%
80,547
+80,496
4193
$189K ﹤0.01%
5,498
-527
4194
$189K ﹤0.01%
3,867
+2,228
4195
$189K ﹤0.01%
14,828
+131
4196
$188K ﹤0.01%
25,279
+22,847
4197
$188K ﹤0.01%
10,457
-565
4198
$188K ﹤0.01%
8,248
-12,469
4199
$188K ﹤0.01%
14,008
-511
4200
$188K ﹤0.01%
2,041
+526