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
4601
$93K ﹤0.01%
10,421
-36,134
4602
$93K ﹤0.01%
5,600
+2,040
4603
$93K ﹤0.01%
10,450
+9
4604
$93K ﹤0.01%
2,276
-22,464
4605
$92K ﹤0.01%
7,487
-33,511
4606
$92K ﹤0.01%
478
-724
4607
$91K ﹤0.01%
1,495
-8,376
4608
$90K ﹤0.01%
2,365
+528
4609
$90K ﹤0.01%
4,316
+3,951
4610
$90K ﹤0.01%
3,428
+2,245
4611
$90K ﹤0.01%
1,006
+622
4612
$90K ﹤0.01%
5,018
+2,018
4613
$90K ﹤0.01%
2,853
+460
4614
$89K ﹤0.01%
2,280
+1,850
4615
$89K ﹤0.01%
191
+131
4616
$89K ﹤0.01%
8,176
+8,140
4617
$89K ﹤0.01%
+3,987
4618
$88K ﹤0.01%
650
-150
4619
$88K ﹤0.01%
4,780
-895
4620
$88K ﹤0.01%
6,385
+3,000
4621
$88K ﹤0.01%
7,144
+748
4622
$88K ﹤0.01%
1,784
+1,238
4623
$88K ﹤0.01%
4,270
+4,017
4624
$88K ﹤0.01%
6,180
+139
4625
$88K ﹤0.01%
+10,500