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
4301
$157K ﹤0.01%
4,160
+45
4302
$157K ﹤0.01%
1,205
+1,038
4303
$157K ﹤0.01%
5,172
+3,269
4304
$157K ﹤0.01%
12,349
+10,100
4305
$157K ﹤0.01%
24,288
+23,572
4306
$156K ﹤0.01%
5,617
-3,531
4307
$156K ﹤0.01%
5,691
+4,723
4308
$156K ﹤0.01%
11,672
+2,207
4309
$155K ﹤0.01%
+21,571
4310
$155K ﹤0.01%
5,900
+1,489
4311
$155K ﹤0.01%
5,399
-21,213
4312
$155K ﹤0.01%
50,218
+39,927
4313
$154K ﹤0.01%
5,511
+5,316
4314
$154K ﹤0.01%
14,661
+10,000
4315
$154K ﹤0.01%
10,922
-17,532
4316
$154K ﹤0.01%
2,419
-5,577
4317
$154K ﹤0.01%
45,241
+18,183
4318
$154K ﹤0.01%
10,500
+10,480
4319
$154K ﹤0.01%
3,302
+1,965
4320
$152K ﹤0.01%
5,944
+94
4321
$152K ﹤0.01%
9,224
+2,576
4322
$152K ﹤0.01%
4,054
+2,002
4323
$152K ﹤0.01%
17,187
+14,802
4324
$151K ﹤0.01%
10,431
+1,820
4325
$151K ﹤0.01%
6,348
-7,641