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
4776
$67K ﹤0.01%
2,609
+2,493
4777
$67K ﹤0.01%
5,179
+17
4778
$67K ﹤0.01%
3,736
+1,279
4779
$67K ﹤0.01%
759
-1,163
4780
$67K ﹤0.01%
2,650
+1,389
4781
$67K ﹤0.01%
8,142
+6,301
4782
$67K ﹤0.01%
5,005
4783
$67K ﹤0.01%
1,871
-715
4784
$66K ﹤0.01%
+9,468
4785
$66K ﹤0.01%
13,964
-226,941
4786
$66K ﹤0.01%
1,560
+955
4787
$66K ﹤0.01%
911
-8,032
4788
$66K ﹤0.01%
2,797
-472
4789
$66K ﹤0.01%
+499
4790
$66K ﹤0.01%
5,562
+5,556
4791
$66K ﹤0.01%
2,042
-46,893
4792
$66K ﹤0.01%
3,319
+469
4793
$66K ﹤0.01%
3,143
+327
4794
$65K ﹤0.01%
2,133
-5,917
4795
$65K ﹤0.01%
2,502
+499
4796
$65K ﹤0.01%
2,312
-8,737
4797
$65K ﹤0.01%
4,272
+1,922
4798
$65K ﹤0.01%
418
-8
4799
$65K ﹤0.01%
1,200
+300
4800
$65K ﹤0.01%
4,374
+1,974