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
5126
$31K ﹤0.01%
1,857
+43
5127
$31K ﹤0.01%
9,900
+9,400
5128
$31K ﹤0.01%
1,649
-6,343
5129
$30K ﹤0.01%
1,386
+1,301
5130
$30K ﹤0.01%
1,038
+366
5131
$30K ﹤0.01%
768
+100
5132
$30K ﹤0.01%
1,167
-38
5133
0
5134
$30K ﹤0.01%
11,825
-42,700
5135
$30K ﹤0.01%
2,127
+2,120
5136
$30K ﹤0.01%
228
+210
5137
$30K ﹤0.01%
3,329
+2,641
5138
$30K ﹤0.01%
2
+1
5139
$30K ﹤0.01%
5,126
+2,997
5140
$30K ﹤0.01%
2,499
+559
5141
$29K ﹤0.01%
3,000
-3,000
5142
$29K ﹤0.01%
2,411
+2,155
5143
$29K ﹤0.01%
1,253
+1,135
5144
$29K ﹤0.01%
2,462
-838
5145
$29K ﹤0.01%
3,839
+2,839
5146
$29K ﹤0.01%
+1,064
5147
$29K ﹤0.01%
1,784
-15
5148
$29K ﹤0.01%
+1,001
5149
$29K ﹤0.01%
2,650
+969
5150
$29K ﹤0.01%
2,227
+2,050