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
4826
$61K ﹤0.01%
5,563
-638
4827
$61K ﹤0.01%
3,019
-125
4828
$61K ﹤0.01%
4,750
4829
$61K ﹤0.01%
3,625
+1,718
4830
$60K ﹤0.01%
+4,111
4831
$60K ﹤0.01%
2,947
+585
4832
$60K ﹤0.01%
3,965
+3,000
4833
$60K ﹤0.01%
6,317
-6,183
4834
$60K ﹤0.01%
8,000
+3,000
4835
$60K ﹤0.01%
5,464
+464
4836
$60K ﹤0.01%
2
4837
$60K ﹤0.01%
7,741
+7,625
4838
$60K ﹤0.01%
67,442
+25,414
4839
$59K ﹤0.01%
486
+357
4840
$59K ﹤0.01%
+8,716
4841
$59K ﹤0.01%
16,166
+5,700
4842
$59K ﹤0.01%
+3,647
4843
$59K ﹤0.01%
9,014
+1,305
4844
$59K ﹤0.01%
1,468
-470
4845
$59K ﹤0.01%
1,800
4846
$59K ﹤0.01%
4,650
-5,787
4847
$59K ﹤0.01%
2,292
+695
4848
$58K ﹤0.01%
1,796
+25
4849
$58K ﹤0.01%
2,198
+194
4850
$58K ﹤0.01%
+2,880