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
4851
$58K ﹤0.01%
1,443
+638
4852
$58K ﹤0.01%
695
-2,180
4853
$58K ﹤0.01%
7,150
+7,127
4854
$58K ﹤0.01%
2,711
+2,603
4855
$58K ﹤0.01%
+2,975
4856
$58K ﹤0.01%
+3,908
4857
$58K ﹤0.01%
4,583
+4,582
4858
$58K ﹤0.01%
4,377
-590
4859
$58K ﹤0.01%
10,287
+8,266
4860
$57K ﹤0.01%
2,204
+687
4861
$57K ﹤0.01%
3,438
-30,814
4862
$57K ﹤0.01%
1,092
-5,701
4863
$57K ﹤0.01%
135
4864
$57K ﹤0.01%
1,686
+51
4865
$57K ﹤0.01%
4,109
+1,416
4866
$57K ﹤0.01%
832
-10,313
4867
$57K ﹤0.01%
16,541
+1,341
4868
$57K ﹤0.01%
1,430
+269
4869
$57K ﹤0.01%
2,700
+1,980
4870
0
4871
$56K ﹤0.01%
+91
4872
$56K ﹤0.01%
4,000
+2,000
4873
$56K ﹤0.01%
7,374
-25,061
4874
$56K ﹤0.01%
+669
4875
$55K ﹤0.01%
863
+65