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
4376
$138K ﹤0.01%
4,786
-48,122
4377
$137K ﹤0.01%
11,794
-18,125
4378
$137K ﹤0.01%
335
+182
4379
$137K ﹤0.01%
16,787
+3,011
4380
$137K ﹤0.01%
9,817
+9,717
4381
$137K ﹤0.01%
4,001
-5,649
4382
$136K ﹤0.01%
3,815
+420
4383
$136K ﹤0.01%
5,246
+488
4384
$136K ﹤0.01%
5,029
-7,099
4385
$136K ﹤0.01%
11,898
-26,058
4386
$136K ﹤0.01%
6,400
-16,600
4387
$135K ﹤0.01%
4,000
-113,366
4388
$135K ﹤0.01%
4,291
-18,211
4389
$135K ﹤0.01%
1,345
+380
4390
$135K ﹤0.01%
13,666
-11,752
4391
$135K ﹤0.01%
2,841
-85,624
4392
$134K ﹤0.01%
15,160
4393
$134K ﹤0.01%
13,726
+11,837
4394
$134K ﹤0.01%
3,113
-490
4395
$134K ﹤0.01%
+834
4396
$134K ﹤0.01%
6,118
+5,989
4397
$134K ﹤0.01%
4,193
+3,045
4398
$134K ﹤0.01%
3,406
-2,709
4399
$134K ﹤0.01%
3,681
+504
4400
$133K ﹤0.01%
3,084
+1,946