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
4276
$166K ﹤0.01%
9,750
-500
4277
$165K ﹤0.01%
14,750
+11,780
4278
$165K ﹤0.01%
2,519
-3,876
4279
$165K ﹤0.01%
33,677
+6,240
4280
$164K ﹤0.01%
11,403
+9,189
4281
$163K ﹤0.01%
14,300
+2,700
4282
$163K ﹤0.01%
6,206
-3,969
4283
$163K ﹤0.01%
17,450
4284
$162K ﹤0.01%
14,806
+14,663
4285
$162K ﹤0.01%
20,129
+11,430
4286
$162K ﹤0.01%
1,637
-2
4287
$162K ﹤0.01%
15,130
-1,100
4288
$161K ﹤0.01%
17,862
+14,462
4289
$161K ﹤0.01%
11,097
-12,490
4290
$161K ﹤0.01%
22,928
+18,657
4291
$160K ﹤0.01%
1,875
+799
4292
$160K ﹤0.01%
3,192
4293
$160K ﹤0.01%
10,900
-516
4294
$159K ﹤0.01%
7,874
-450
4295
$159K ﹤0.01%
+12,237
4296
$159K ﹤0.01%
5,123
-66,482
4297
$158K ﹤0.01%
6,093
+3,827
4298
$158K ﹤0.01%
10,400
+5,400
4299
$158K ﹤0.01%
10,067
+777
4300
$158K ﹤0.01%
10,034
-6,798