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
5351
$15K ﹤0.01%
1,200
5352
$15K ﹤0.01%
257
5353
$15K ﹤0.01%
428
+320
5354
$15K ﹤0.01%
986
+465
5355
$15K ﹤0.01%
1,168
-2,623
5356
$15K ﹤0.01%
1,531
+1,422
5357
$15K ﹤0.01%
+800
5358
$15K ﹤0.01%
6,386
+6,375
5359
$15K ﹤0.01%
1,118
-5,945
5360
$15K ﹤0.01%
+7,167
5361
$15K ﹤0.01%
12,250
5362
$15K ﹤0.01%
1,271
+1,263
5363
$15K ﹤0.01%
+1,050
5364
$15K ﹤0.01%
2,300
5365
$15K ﹤0.01%
1,049
-800
5366
$15K ﹤0.01%
20,000
-16,755
5367
$15K ﹤0.01%
570
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5368
$15K ﹤0.01%
300
5369
$15K ﹤0.01%
1,900
+1,700
5370
$15K ﹤0.01%
1,358
+1,344
5371
$15K ﹤0.01%
1,032
+1,012
5372
$15K ﹤0.01%
4,505
+2,019
5373
$15K ﹤0.01%
+600
5374
$15K ﹤0.01%
1,875
-5,626
5375
$15K ﹤0.01%
618
-53