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
5301
$18K ﹤0.01%
2,600
+2,580
5302
$18K ﹤0.01%
+1,360
5303
$18K ﹤0.01%
700
-500
5304
$18K ﹤0.01%
1,269
-6,784
5305
$18K ﹤0.01%
8,984
+716
5306
$18K ﹤0.01%
+725
5307
$18K ﹤0.01%
2,500
5308
$18K ﹤0.01%
700
5309
0
5310
$17K ﹤0.01%
1,098
+1,087
5311
$17K ﹤0.01%
1,300
+1,000
5312
$17K ﹤0.01%
1,514
+1,135
5313
$17K ﹤0.01%
+2,250
5314
$17K ﹤0.01%
300
+289
5315
$17K ﹤0.01%
205
-375
5316
$17K ﹤0.01%
4,000
5317
$17K ﹤0.01%
+1
5318
$17K ﹤0.01%
+3,287
5319
$17K ﹤0.01%
1,111
-500
5320
$17K ﹤0.01%
247,655
-3,879
5321
$17K ﹤0.01%
3,195
+2,646
5322
$17K ﹤0.01%
518
+13
5323
$17K ﹤0.01%
1,176
+439
5324
$17K ﹤0.01%
14,750
-31
5325
$17K ﹤0.01%
4,300