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
4876
$55K ﹤0.01%
281
-9,762
4877
$55K ﹤0.01%
2,220
+270
4878
$55K ﹤0.01%
5,000
-250,028
4879
$55K ﹤0.01%
6,100
+4,515
4880
$55K ﹤0.01%
1,606
-908
4881
$55K ﹤0.01%
1,917
+1,755
4882
$55K ﹤0.01%
+1,000
4883
$55K ﹤0.01%
2,371
+1,358
4884
$55K ﹤0.01%
12,755
+250
4885
$54K ﹤0.01%
4,825
+3,333
4886
$54K ﹤0.01%
+2,565
4887
$54K ﹤0.01%
+6,768
4888
$54K ﹤0.01%
2,068
-2,507
4889
$54K ﹤0.01%
5,300
-2,641
4890
$54K ﹤0.01%
+3,241
4891
$54K ﹤0.01%
11,271
+2,644
4892
$54K ﹤0.01%
7,800
+536
4893
$54K ﹤0.01%
4,023
+636
4894
$54K ﹤0.01%
3,119
+1,827
4895
$54K ﹤0.01%
3,183
-7,740
4896
$54K ﹤0.01%
1,993
+705
4897
$53K ﹤0.01%
2,306
+2,238
4898
$53K ﹤0.01%
2,010
-5,790
4899
$53K ﹤0.01%
+5,439
4900
$53K ﹤0.01%
2,100
-6,221