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
5426
$12K ﹤0.01%
700
+688
5427
$12K ﹤0.01%
1,848
+131
5428
$12K ﹤0.01%
+4,438
5429
$12K ﹤0.01%
572
-6,820
5430
$12K ﹤0.01%
800
-16,157
5431
$11K ﹤0.01%
+572
5432
$11K ﹤0.01%
+655
5433
$11K ﹤0.01%
477
+469
5434
$11K ﹤0.01%
1,055
-4,141
5435
$11K ﹤0.01%
461
-1,296
5436
$11K ﹤0.01%
+100
5437
$11K ﹤0.01%
60
5438
$11K ﹤0.01%
2,000
-3,044
5439
$11K ﹤0.01%
230
+109
5440
$11K ﹤0.01%
1,950
-15,807
5441
$11K ﹤0.01%
4,000
5442
$11K ﹤0.01%
8,150
-668
5443
$11K ﹤0.01%
208
+192
5444
$11K ﹤0.01%
206
5445
$11K ﹤0.01%
1,717
-51
5446
$11K ﹤0.01%
429
5447
$11K ﹤0.01%
477
-150,950
5448
$11K ﹤0.01%
1,442
-40,284
5449
$11K ﹤0.01%
671
-13,840
5450
$11K ﹤0.01%
1,021