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
4351
$146K ﹤0.01%
1,651
-13,604
4352
$145K ﹤0.01%
19,690
+1,010
4353
$145K ﹤0.01%
15,400
-18,313
4354
$145K ﹤0.01%
8,257
+1,499
4355
$145K ﹤0.01%
+16,000
4356
$145K ﹤0.01%
573
+373
4357
$144K ﹤0.01%
+48,696
4358
$144K ﹤0.01%
79,758
4359
$143K ﹤0.01%
22,746
+17,000
4360
$143K ﹤0.01%
10,937
+3,925
4361
$143K ﹤0.01%
97,887
4362
$143K ﹤0.01%
7,316
+2,682
4363
$142K ﹤0.01%
9,452
4364
$141K ﹤0.01%
18,778
-11,471
4365
$140K ﹤0.01%
3,692
-7,178
4366
$140K ﹤0.01%
10,950
4367
$140K ﹤0.01%
11,659
-34,244
4368
0
4369
$139K ﹤0.01%
4,145
-146
4370
$139K ﹤0.01%
12,170
-44,203
4371
$139K ﹤0.01%
9,718
+9,701
4372
$138K ﹤0.01%
15,005
-5,227
4373
$138K ﹤0.01%
4,104
-7,506
4374
$138K ﹤0.01%
6,033
-276
4375
$138K ﹤0.01%
12,200
-7,750