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
5026
$40K ﹤0.01%
1,956
5027
$39K ﹤0.01%
+2,054
5028
$39K ﹤0.01%
1,554
-702
5029
$39K ﹤0.01%
1,334
-874
5030
$39K ﹤0.01%
3,124
5031
$39K ﹤0.01%
+10,000
5032
$39K ﹤0.01%
+4,839
5033
$39K ﹤0.01%
834
-7,232
5034
$39K ﹤0.01%
3,642
+1,875
5035
$39K ﹤0.01%
3,222
5036
$39K ﹤0.01%
4,950
+3,724
5037
$39K ﹤0.01%
4,167
+427
5038
$38K ﹤0.01%
3,256
-6,608
5039
$38K ﹤0.01%
4,690
-2,438
5040
$38K ﹤0.01%
4,734
-1
5041
$38K ﹤0.01%
866
+254
5042
$38K ﹤0.01%
1,681
+1,581
5043
$38K ﹤0.01%
1,500
5044
$38K ﹤0.01%
4,362
-63,901
5045
$38K ﹤0.01%
1,909
-18,104
5046
$38K ﹤0.01%
754
-1,704
5047
$38K ﹤0.01%
2,435
-42
5048
$38K ﹤0.01%
4,077
+2,019
5049
$38K ﹤0.01%
2,064
-13,834
5050
$38K ﹤0.01%
2,905