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
5201
0
5202
$25K ﹤0.01%
1,000
5203
$25K ﹤0.01%
2,167
5204
$25K ﹤0.01%
1,366
+100
5205
$25K ﹤0.01%
2,964
-22,206
5206
$24K ﹤0.01%
9,097
5207
$24K ﹤0.01%
1,066
-174
5208
$24K ﹤0.01%
2,642
+1,000
5209
$24K ﹤0.01%
2,836
+387
5210
$24K ﹤0.01%
355
5211
$24K ﹤0.01%
1,722
+1,709
5212
$24K ﹤0.01%
1,200
-21
5213
$24K ﹤0.01%
+1,765
5214
$24K ﹤0.01%
736
-98
5215
$24K ﹤0.01%
+1,313
5216
$24K ﹤0.01%
161
+48
5217
$24K ﹤0.01%
3,600
-31,340
5218
$24K ﹤0.01%
7,332
5219
$24K ﹤0.01%
8,068
+192
5220
$23K ﹤0.01%
1,300
+1,232
5221
$23K ﹤0.01%
2,763
-374
5222
$23K ﹤0.01%
1,256
+23
5223
$23K ﹤0.01%
1,320
+1,000
5224
$23K ﹤0.01%
1
5225
$23K ﹤0.01%
808
-2,566