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Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 25.25%
 

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
+25.25%
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
5426
$12K ﹤0.01%
+4,438
5427
$12K ﹤0.01%
572
-6,820
5428
$12K ﹤0.01%
1,500
+1,376
5429
$12K ﹤0.01%
700
+688
5430
$12K ﹤0.01%
800
-16,157
5431
$11K ﹤0.01%
+655
5432
$11K ﹤0.01%
477
+469
5433
$11K ﹤0.01%
1,055
-4,141
5434
$11K ﹤0.01%
461
-1,296
5435
$11K ﹤0.01%
+100
5436
$11K ﹤0.01%
60
5437
$11K ﹤0.01%
2,000
-3,044
5438
$11K ﹤0.01%
230
+109
5439
$11K ﹤0.01%
1,950
-15,807
5440
$11K ﹤0.01%
4,000
5441
$11K ﹤0.01%
208
+192
5442
$11K ﹤0.01%
206
5443
$11K ﹤0.01%
1,750
5444
$11K ﹤0.01%
1,717
-51
5445
$11K ﹤0.01%
429
5446
$11K ﹤0.01%
477
-150,950
5447
$11K ﹤0.01%
1,442
-40,284
5448
$11K ﹤0.01%
200
5449
$11K ﹤0.01%
+425
5450
$11K ﹤0.01%
598
+592