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
4951
$47K ﹤0.01%
+3,363
4952
$47K ﹤0.01%
886
+243
4953
$46K ﹤0.01%
2,200
-961
4954
$46K ﹤0.01%
1,605
+282
4955
$46K ﹤0.01%
2,086
-652
4956
$46K ﹤0.01%
4,358
+4,347
4957
$46K ﹤0.01%
2,985
-600
4958
$46K ﹤0.01%
+3,022
4959
$46K ﹤0.01%
1,435
4960
$45K ﹤0.01%
911
+198
4961
$45K ﹤0.01%
4,271
4962
$45K ﹤0.01%
2,408
-15,973
4963
$45K ﹤0.01%
2,814
+1
4964
$45K ﹤0.01%
1,337
+337
4965
$45K ﹤0.01%
5,700
+5,047
4966
$45K ﹤0.01%
2,639
4967
$45K ﹤0.01%
+1,772
4968
$45K ﹤0.01%
2,636
-3,265
4969
$45K ﹤0.01%
27,544
4970
$45K ﹤0.01%
4,178
+1,890
4971
$45K ﹤0.01%
2,422
-3,711
4972
$44K ﹤0.01%
4,865
-12,821
4973
$44K ﹤0.01%
3,500
+2,000
4974
$44K ﹤0.01%
600
+300
4975
$44K ﹤0.01%
7,040
-43,120