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
4626
$88K ﹤0.01%
6,400
-1,702
4627
$88K ﹤0.01%
11,388
+2,000
4628
$88K ﹤0.01%
4,948
+129
4629
$87K ﹤0.01%
3,204
-39
4630
$87K ﹤0.01%
+10,553
4631
$87K ﹤0.01%
3,697
+9
4632
$87K ﹤0.01%
2,935
+2,331
4633
$86K ﹤0.01%
1,880
-400
4634
$86K ﹤0.01%
2,900
+861
4635
$86K ﹤0.01%
4,466
+456
4636
$86K ﹤0.01%
5,451
+1,801
4637
$86K ﹤0.01%
10,858
+989
4638
$86K ﹤0.01%
6,117
+5,939
4639
$86K ﹤0.01%
3,600
+2,000
4640
$85K ﹤0.01%
3,134
+1,874
4641
$85K ﹤0.01%
5,121
+2,920
4642
$85K ﹤0.01%
9,666
+9,657
4643
$85K ﹤0.01%
946
+700
4644
$85K ﹤0.01%
18,130
+30
4645
$85K ﹤0.01%
7,708
+1,673
4646
$85K ﹤0.01%
13,650
+5,065
4647
$85K ﹤0.01%
2,201
4648
$84K ﹤0.01%
2,378
+1,513
4649
$84K ﹤0.01%
3,840
+122
4650
$84K ﹤0.01%
3,130
-69