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
4676
$81K ﹤0.01%
3,437
+2,322
4677
$80K ﹤0.01%
3,136
-2,145
4678
$80K ﹤0.01%
1,800
4679
$80K ﹤0.01%
2,580
+74
4680
$80K ﹤0.01%
8,228
4681
$80K ﹤0.01%
3,545
-1,455
4682
$80K ﹤0.01%
5,440
+3,346
4683
$80K ﹤0.01%
5,479
-53,719
4684
$80K ﹤0.01%
16,111
-104,717
4685
$79K ﹤0.01%
7,564
+5,096
4686
$79K ﹤0.01%
4,000
4687
$79K ﹤0.01%
3,000
4688
$78K ﹤0.01%
1,091
+656
4689
$78K ﹤0.01%
+6,371
4690
$78K ﹤0.01%
+6,062
4691
$78K ﹤0.01%
5,233
-1,800
4692
$78K ﹤0.01%
5,149
+1,438
4693
$78K ﹤0.01%
5,895
+687
4694
$78K ﹤0.01%
2,998
+2,000
4695
$78K ﹤0.01%
8,878
-9,266
4696
$77K ﹤0.01%
7,448
-6,100
4697
$77K ﹤0.01%
9,055
4698
$77K ﹤0.01%
596
4699
$77K ﹤0.01%
735
-4,944
4700
$77K ﹤0.01%
8,113
+6,188