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
4501
$112K ﹤0.01%
2,119
-11,694
4502
$112K ﹤0.01%
7,648
+7,563
4503
$112K ﹤0.01%
+6,502
4504
$112K ﹤0.01%
2,662
+577
4505
$111K ﹤0.01%
3,231
-13,308
4506
$111K ﹤0.01%
5,122
-1,977
4507
$111K ﹤0.01%
2,718
-21,632
4508
$111K ﹤0.01%
6,098
-4,406
4509
$111K ﹤0.01%
1,235
-231
4510
$111K ﹤0.01%
6,090
+6,087
4511
$111K ﹤0.01%
+5,329
4512
$111K ﹤0.01%
7,917
4513
$110K ﹤0.01%
2,507
-9,635
4514
$110K ﹤0.01%
5,241
+1,833
4515
$110K ﹤0.01%
+5,479
4516
$110K ﹤0.01%
+18,447
4517
$110K ﹤0.01%
4,000
4518
$109K ﹤0.01%
9,484
-23,094
4519
$108K ﹤0.01%
9,806
-5,340
4520
$108K ﹤0.01%
19,498
-10,297
4521
$108K ﹤0.01%
3,485
-16,389
4522
$108K ﹤0.01%
7,965
+4,278
4523
$108K ﹤0.01%
+15,000
4524
$107K ﹤0.01%
19,362
-105,385
4525
$107K ﹤0.01%
3,060
-17,478