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
4251
$171K ﹤0.01%
653
-1,216
4252
$171K ﹤0.01%
10,000
-1,041
4253
$171K ﹤0.01%
12,121
+4,476
4254
$171K ﹤0.01%
48
+47
4255
$170K ﹤0.01%
1,844
-1,211
4256
$170K ﹤0.01%
29,424
+26,127
4257
$170K ﹤0.01%
3,507
+1,867
4258
$170K ﹤0.01%
7,188
+5,916
4259
$170K ﹤0.01%
10,100
-7,000
4260
$170K ﹤0.01%
1,152
-1,178
4261
$170K ﹤0.01%
13,095
+5,840
4262
$168K ﹤0.01%
4,694
-37,536
4263
$168K ﹤0.01%
1,176
+1,111
4264
$167K ﹤0.01%
3,964
-3,798
4265
$167K ﹤0.01%
8,066
+1,990
4266
$167K ﹤0.01%
31,835
+31,098
4267
$167K ﹤0.01%
15,512
+6,138
4268
$167K ﹤0.01%
4,515
+671
4269
$166K ﹤0.01%
12,730
+12,230
4270
$166K ﹤0.01%
12,468
+6,118
4271
$166K ﹤0.01%
10,932
+5,020
4272
$166K ﹤0.01%
10,733
-7,368
4273
$166K ﹤0.01%
15,954
+15,866
4274
$166K ﹤0.01%
9,778
+2,439
4275
$166K ﹤0.01%
14,962
-18,569