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
4651
$84K ﹤0.01%
9,455
-5,388
4652
$84K ﹤0.01%
5,670
+2,000
4653
$84K ﹤0.01%
2,401
-825
4654
$84K ﹤0.01%
14,222
+14,122
4655
0
4656
$83K ﹤0.01%
+1,938
4657
$83K ﹤0.01%
+2,000
4658
$83K ﹤0.01%
3,890
+3,438
4659
$83K ﹤0.01%
6,164
+6,077
4660
$83K ﹤0.01%
1,455
-6,011
4661
$83K ﹤0.01%
2,375
+2,252
4662
$82K ﹤0.01%
3,824
-3,779
4663
$82K ﹤0.01%
1,849
+1,330
4664
$82K ﹤0.01%
1,073
+1,072
4665
$82K ﹤0.01%
3,554
+3,459
4666
$82K ﹤0.01%
9,877
+9,859
4667
$82K ﹤0.01%
21,440
-46,751
4668
$82K ﹤0.01%
19,576
-1,274
4669
$81K ﹤0.01%
28,843
+6,000
4670
$81K ﹤0.01%
4,870
-18,475
4671
$81K ﹤0.01%
2,220
+748
4672
$81K ﹤0.01%
1,261
-390
4673
$81K ﹤0.01%
6,500
+5,500
4674
$81K ﹤0.01%
1,242
-1,173
4675
$81K ﹤0.01%
4,955
-224