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
4226
$177K ﹤0.01%
19,941
-5,439
4227
$177K ﹤0.01%
+10,746
4228
$177K ﹤0.01%
12,891
4229
$176K ﹤0.01%
3,061
-2,768
4230
$176K ﹤0.01%
2,291
-8,942
4231
$176K ﹤0.01%
15,162
+5,751
4232
$175K ﹤0.01%
2,130
+612
4233
$175K ﹤0.01%
204
-12
4234
$175K ﹤0.01%
7,503
-6,216
4235
$174K ﹤0.01%
3,440
-49,852
4236
$174K ﹤0.01%
5,869
-8,043
4237
$174K ﹤0.01%
13,383
-3,214
4238
$174K ﹤0.01%
21,724
-6,048
4239
$174K ﹤0.01%
11,364
4240
$174K ﹤0.01%
2,829
+74
4241
$173K ﹤0.01%
+12,076
4242
$173K ﹤0.01%
10,588
+457
4243
$173K ﹤0.01%
35,186
+35,180
4244
$172K ﹤0.01%
6,102
+116
4245
$172K ﹤0.01%
8,153
+216
4246
$172K ﹤0.01%
10,000
-3,500
4247
$171K ﹤0.01%
10,905
+5,274
4248
$171K ﹤0.01%
28,646
+17,946
4249
$171K ﹤0.01%
+3,399
4250
$171K ﹤0.01%
4,313
+2,393