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
4326
$151K ﹤0.01%
40,495
-30,535
4327
$151K ﹤0.01%
14,345
-987
4328
$151K ﹤0.01%
12,500
-26,089
4329
$151K ﹤0.01%
5,268
+4,768
4330
$150K ﹤0.01%
31,487
+31,414
4331
$150K ﹤0.01%
9,731
+9,657
4332
$150K ﹤0.01%
13,577
+13,569
4333
$149K ﹤0.01%
12,028
-23,588
4334
$149K ﹤0.01%
+7,462
4335
$149K ﹤0.01%
7,938
+5,438
4336
$148K ﹤0.01%
3,114
-17
4337
$148K ﹤0.01%
151
+40
4338
$148K ﹤0.01%
10,239
+3,000
4339
$148K ﹤0.01%
16,696
+8,667
4340
$148K ﹤0.01%
4,550
+2,409
4341
$147K ﹤0.01%
17,681
-11,780
4342
$147K ﹤0.01%
11,350
-100
4343
$147K ﹤0.01%
55,455
-128,241
4344
$147K ﹤0.01%
+14,904
4345
$146K ﹤0.01%
5,196
+1,264
4346
$146K ﹤0.01%
5,016
-11,331
4347
$146K ﹤0.01%
63,280
-43,664
4348
$146K ﹤0.01%
6,493
-5,476
4349
$146K ﹤0.01%
4,632
-4,052
4350
0