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
5226
$23K ﹤0.01%
+731
5227
$23K ﹤0.01%
715
+105
5228
$23K ﹤0.01%
28,800
5229
$23K ﹤0.01%
2,558
-9,142
5230
$23K ﹤0.01%
656
+650
5231
$23K ﹤0.01%
2,500
5232
$23K ﹤0.01%
2,082
-4,047
5233
$23K ﹤0.01%
9,813
+763
5234
$23K ﹤0.01%
1,286
5235
$23K ﹤0.01%
13
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5236
$23K ﹤0.01%
9,500
-2,899
5237
$23K ﹤0.01%
1,000
-15
5238
$23K ﹤0.01%
11,836
+11,127
5239
$22K ﹤0.01%
+1,025
5240
$22K ﹤0.01%
2,400
+2,386
5241
$22K ﹤0.01%
400
5242
$22K ﹤0.01%
2,205
+2,043
5243
$22K ﹤0.01%
205
+204
5244
$22K ﹤0.01%
1,093
+895
5245
$22K ﹤0.01%
1,370
5246
$22K ﹤0.01%
982
5247
$22K ﹤0.01%
6
+1
5248
$21K ﹤0.01%
2,401
-41,599
5249
$21K ﹤0.01%
+1,070
5250
$21K ﹤0.01%
10,000