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
5076
$35K ﹤0.01%
7,521
+113
5077
$35K ﹤0.01%
1,665
-300
5078
$35K ﹤0.01%
3,919
+3,836
5079
$35K ﹤0.01%
9,000
5080
$35K ﹤0.01%
4,628
-2,952
5081
$35K ﹤0.01%
4,909
5082
$35K ﹤0.01%
2,374
5083
$35K ﹤0.01%
1,140
+1,123
5084
$34K ﹤0.01%
+323
5085
$34K ﹤0.01%
698
-72
5086
$34K ﹤0.01%
1,265
-398,735
5087
$34K ﹤0.01%
1,966
-34,267
5088
$34K ﹤0.01%
400
+200
5089
$34K ﹤0.01%
896
-486
5090
$34K ﹤0.01%
1,200
5091
$34K ﹤0.01%
1,598
-4,778
5092
$34K ﹤0.01%
2,255
+24
5093
$34K ﹤0.01%
2,136
-1,944
5094
$34K ﹤0.01%
+2,483
5095
$34K ﹤0.01%
425
5096
$34K ﹤0.01%
4,900
-9,731
5097
$33K ﹤0.01%
+7,080
5098
$33K ﹤0.01%
3,074
-14,573
5099
$33K ﹤0.01%
1,961
-146,352
5100
$33K ﹤0.01%
24
+2