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
5001
$42K ﹤0.01%
500
+281
5002
0
5003
$42K ﹤0.01%
2,845
+2,398
5004
$42K ﹤0.01%
1,230
5005
$42K ﹤0.01%
2,156
+564
5006
$42K ﹤0.01%
1,298
+755
5007
$42K ﹤0.01%
2,141
+941
5008
$42K ﹤0.01%
5,150
-325
5009
$41K ﹤0.01%
2,922
-2,683
5010
$41K ﹤0.01%
+1,850
5011
$41K ﹤0.01%
812
-1,132
5012
$41K ﹤0.01%
1,555
+830
5013
$41K ﹤0.01%
1,542
-8
5014
$41K ﹤0.01%
600
5015
$41K ﹤0.01%
+10,120
5016
$41K ﹤0.01%
+5,560
5017
$40K ﹤0.01%
5,031
-8,213
5018
$40K ﹤0.01%
3,911
-1,489
5019
$40K ﹤0.01%
20,176
+12,551
5020
$40K ﹤0.01%
721
+257
5021
$40K ﹤0.01%
6,300
+4,064
5022
$40K ﹤0.01%
2,014
+2,008
5023
$40K ﹤0.01%
3,000
+2,000
5024
$40K ﹤0.01%
2,250
5025
$40K ﹤0.01%
901
+1