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Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 25.25%
 

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
+25.25%
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%
5,221
-7,560
4902
$53K ﹤0.01%
2,100
-6,221
4903
$52K ﹤0.01%
6,730
+6,630
4904
$52K ﹤0.01%
9,037
+1,056
4905
$52K ﹤0.01%
2,411
+2,022
4906
$52K ﹤0.01%
4,213
-48,460
4907
$52K ﹤0.01%
2,446
+2,439
4908
$52K ﹤0.01%
12,574
+12,434
4909
$51K ﹤0.01%
+4,800
4910
$51K ﹤0.01%
2,198
+2,143
4911
$51K ﹤0.01%
+5,774
4912
$51K ﹤0.01%
2,323
+2,317
4913
$51K ﹤0.01%
2,059
-3,264
4914
$51K ﹤0.01%
2,526
+1,567
4915
$51K ﹤0.01%
10,300
4916
$51K ﹤0.01%
3,958
+2
4917
$51K ﹤0.01%
2,355
+2,014
4918
$51K ﹤0.01%
2,745
4919
$51K ﹤0.01%
1,529
+382
4920
$51K ﹤0.01%
364
+363
4921
$51K ﹤0.01%
3,012
+1,642
4922
$51K ﹤0.01%
672
-7,662
4923
$50K ﹤0.01%
2,000
4924
$50K ﹤0.01%
+100
4925
$50K ﹤0.01%
4,500