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
4451
$121K ﹤0.01%
14,388
+9,843
4452
$121K ﹤0.01%
3,000
4453
$120K ﹤0.01%
7,121
+3,995
4454
$120K ﹤0.01%
27,872
-67,397
4455
$119K ﹤0.01%
22,013
+153
4456
$119K ﹤0.01%
24,811
+9,657
4457
$119K ﹤0.01%
183
-6
4458
$119K ﹤0.01%
51,131
+49,006
4459
$118K ﹤0.01%
14,400
+937
4460
$118K ﹤0.01%
6,489
+1,457
4461
$118K ﹤0.01%
+10,907
4462
$118K ﹤0.01%
27,327
+27,319
4463
$117K ﹤0.01%
2,290
+979
4464
$117K ﹤0.01%
11,661
-33,373
4465
$117K ﹤0.01%
2,351
-888
4466
$117K ﹤0.01%
6,249
+2,942
4467
$117K ﹤0.01%
2,109
+1,973
4468
$117K ﹤0.01%
24,915
-70,553
4469
$117K ﹤0.01%
19,514
-26,374
4470
$116K ﹤0.01%
+4,303
4471
$116K ﹤0.01%
4,353
+1,035
4472
$116K ﹤0.01%
8,228
+8,128
4473
$116K ﹤0.01%
7,179
+179
4474
$116K ﹤0.01%
8,200
-2,715
4475
$116K ﹤0.01%
14,483
+14,479