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Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 25.25%
 

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
+25.25%
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
4426
$128K ﹤0.01%
+7,353
4427
$127K ﹤0.01%
19,300
+8,071
4428
$127K ﹤0.01%
6,317
+3,651
4429
$127K ﹤0.01%
2,082
-30
4430
$127K ﹤0.01%
11,418
+6,144
4431
$127K ﹤0.01%
8,400
-22,344
4432
$126K ﹤0.01%
14,933
+2,255
4433
$126K ﹤0.01%
5,049
+2,539
4434
$126K ﹤0.01%
5,534
-3,278
4435
$125K ﹤0.01%
5,235
-11
4436
$125K ﹤0.01%
2,585
-20,639
4437
$125K ﹤0.01%
2,697
-20,706
4438
$125K ﹤0.01%
11,578
-27,326
4439
$124K ﹤0.01%
6,312
+387
4440
$124K ﹤0.01%
5,660
+5,654
4441
$124K ﹤0.01%
25,600
+9,254
4442
$123K ﹤0.01%
7,729
-1,119
4443
$123K ﹤0.01%
22,517
-12,283
4444
$123K ﹤0.01%
3,685
+3,574
4445
$122K ﹤0.01%
31,552
+24,061
4446
$122K ﹤0.01%
2,870
+2,351
4447
$122K ﹤0.01%
12,135
-4,600
4448
$122K ﹤0.01%
13,345
+7,375
4449
$121K ﹤0.01%
13,712
+2,561
4450
$121K ﹤0.01%
7,826
-17,264