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
4901
$53K ﹤0.01%
3,000
4902
$53K ﹤0.01%
5,221
-7,560
4903
$52K ﹤0.01%
9,037
+1,056
4904
$52K ﹤0.01%
2,411
+2,022
4905
$52K ﹤0.01%
4,213
-48,460
4906
$52K ﹤0.01%
2,446
+2,439
4907
$52K ﹤0.01%
12,574
+12,434
4908
$52K ﹤0.01%
6,730
+6,630
4909
$51K ﹤0.01%
2,198
+2,143
4910
$51K ﹤0.01%
+5,774
4911
$51K ﹤0.01%
2,323
+2,317
4912
$51K ﹤0.01%
2,526
+1,567
4913
$51K ﹤0.01%
10,300
4914
$51K ﹤0.01%
3,958
+2
4915
$51K ﹤0.01%
2,355
+2,014
4916
$51K ﹤0.01%
+4,800
4917
$51K ﹤0.01%
2,745
4918
$51K ﹤0.01%
1,529
+382
4919
$51K ﹤0.01%
364
+363
4920
$51K ﹤0.01%
3,012
+1,642
4921
$51K ﹤0.01%
672
-7,662
4922
$51K ﹤0.01%
2,059
-3,264
4923
$50K ﹤0.01%
+3,196
4924
$50K ﹤0.01%
2,000
4925
$50K ﹤0.01%
+2,000