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
4201
$188K ﹤0.01%
264,700
+4,000
4202
$187K ﹤0.01%
13,735
+750
4203
$187K ﹤0.01%
18,056
-2,693
4204
$186K ﹤0.01%
18,421
+3,773
4205
0
4206
$186K ﹤0.01%
7,032
-172,625
4207
$186K ﹤0.01%
9,320
+9,315
4208
$185K ﹤0.01%
15,504
-19,014
4209
$185K ﹤0.01%
11,477
+3,295
4210
$185K ﹤0.01%
7,670
+5,854
4211
$185K ﹤0.01%
14,379
+10,429
4212
$185K ﹤0.01%
7,376
-56,097
4213
$184K ﹤0.01%
12,471
-7,508
4214
$184K ﹤0.01%
9,700
-1,900
4215
$184K ﹤0.01%
6,032
+4,798
4216
$182K ﹤0.01%
6,840
-22,651
4217
$180K ﹤0.01%
2,664
+2,404
4218
$179K ﹤0.01%
5,855
+2,152
4219
$179K ﹤0.01%
16,922
-87,290
4220
$179K ﹤0.01%
13,655
-14,852
4221
$179K ﹤0.01%
34,093
+33,088
4222
$179K ﹤0.01%
15,831
+314
4223
$178K ﹤0.01%
12,765
-21,660
4224
$177K ﹤0.01%
12,625
+12,617
4225
$177K ﹤0.01%
4,917
+4,914