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
5176
$27K ﹤0.01%
13,220
+11,700
5177
$27K ﹤0.01%
+7,323
5178
$27K ﹤0.01%
1,938
+445
5179
$27K ﹤0.01%
1,751
+130
5180
$27K ﹤0.01%
5,288
+2,411
5181
$27K ﹤0.01%
2,000
5182
$27K ﹤0.01%
2,977
+99
5183
$27K ﹤0.01%
3,607
+3,246
5184
$27K ﹤0.01%
1,359
-886
5185
$26K ﹤0.01%
3,682
-3,377
5186
$26K ﹤0.01%
640
+6
5187
$26K ﹤0.01%
815
+129
5188
$26K ﹤0.01%
407
-163
5189
$26K ﹤0.01%
12,000
+2,000
5190
$26K ﹤0.01%
1,750
-250
5191
$26K ﹤0.01%
7,063
+4,200
5192
$26K ﹤0.01%
6,087
5193
$26K ﹤0.01%
1,865
+1,227
5194
$26K ﹤0.01%
5,228
-33,455
5195
$26K ﹤0.01%
2,652
+383
5196
$26K ﹤0.01%
2,010
+964
5197
$26K ﹤0.01%
1,561
+561
5198
$26K ﹤0.01%
12,264
+1,500
5199
$26K ﹤0.01%
653
5200
$25K ﹤0.01%
1,890
+972