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Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 25.25%
 

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
+25.25%
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%
2,401
-825
4652
$84K ﹤0.01%
14,222
+14,122
4653
$84K ﹤0.01%
9,455
-5,388
4654
$84K ﹤0.01%
5,670
+2,000
4655
$83K ﹤0.01%
+2,000
4656
$83K ﹤0.01%
2,375
+2,252
4657
$83K ﹤0.01%
3,890
+3,438
4658
$83K ﹤0.01%
6,164
+6,077
4659
0
4660
$83K ﹤0.01%
+1,938
4661
$83K ﹤0.01%
1,455
-6,011
4662
$82K ﹤0.01%
9,877
+9,859
4663
$82K ﹤0.01%
21,440
-46,751
4664
$82K ﹤0.01%
3,824
-3,779
4665
$82K ﹤0.01%
1,849
+1,330
4666
$82K ﹤0.01%
1,073
+1,072
4667
$82K ﹤0.01%
3,554
+3,459
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