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
4576
$97K ﹤0.01%
4,348
+1,180
4577
$97K ﹤0.01%
9,941
-20,079
4578
$97K ﹤0.01%
3,330
+1,800
4579
$97K ﹤0.01%
+5,268
4580
$97K ﹤0.01%
9,363
4581
$97K ﹤0.01%
4,834
-1,113
4582
$96K ﹤0.01%
+5,020
4583
$96K ﹤0.01%
6,217
+5,035
4584
$96K ﹤0.01%
4,628
+450
4585
$96K ﹤0.01%
2,816
-2,336
4586
$96K ﹤0.01%
3,901
-999
4587
$96K ﹤0.01%
5,319
-13,309
4588
$96K ﹤0.01%
6,922
-56,180
4589
$95K ﹤0.01%
3,065
+1,516
4590
$95K ﹤0.01%
7,371
-22,449
4591
$94K ﹤0.01%
3,774
+928
4592
$94K ﹤0.01%
1,743
-2,787
4593
$94K ﹤0.01%
3,933
+22
4594
$94K ﹤0.01%
+6,612
4595
$94K ﹤0.01%
3,957
+165
4596
$94K ﹤0.01%
43
-1
4597
$94K ﹤0.01%
43,030
+42,886
4598
$94K ﹤0.01%
2,453
-9,422
4599
$94K ﹤0.01%
7,455
+5,390
4600
$93K ﹤0.01%
3,164
+3,147