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
4551
$102K ﹤0.01%
6,594
-1,902
4552
$102K ﹤0.01%
1,528
4553
$102K ﹤0.01%
+5,391
4554
$101K ﹤0.01%
8,000
4555
$101K ﹤0.01%
22,694
+18,527
4556
$101K ﹤0.01%
6,000
+3,244
4557
$101K ﹤0.01%
10,566
-1,552
4558
$101K ﹤0.01%
6,866
+123
4559
$100K ﹤0.01%
3,392
+3,217
4560
$100K ﹤0.01%
2,166
-855
4561
$100K ﹤0.01%
21,214
+21,201
4562
$100K ﹤0.01%
4,083
-19,597
4563
$99K ﹤0.01%
13,862
-12,883
4564
$99K ﹤0.01%
3,150
+1,900
4565
$99K ﹤0.01%
3,892
-1,345
4566
$99K ﹤0.01%
8,567
+67
4567
$99K ﹤0.01%
+8
4568
$99K ﹤0.01%
2,232
-16,829
4569
$99K ﹤0.01%
2,906
-11,599
4570
$99K ﹤0.01%
2,214
-2,992
4571
$99K ﹤0.01%
28,787
+4,865
4572
$99K ﹤0.01%
5,412
+2,789
4573
$98K ﹤0.01%
2,278
-11,464
4574
$98K ﹤0.01%
796
+268
4575
$97K ﹤0.01%
264
-15