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
5451
$11K ﹤0.01%
103
+100
5452
$11K ﹤0.01%
200
5453
$11K ﹤0.01%
+425
5454
$11K ﹤0.01%
598
+592
5455
$11K ﹤0.01%
321
5456
$11K ﹤0.01%
25,125
-5,000
5457
$11K ﹤0.01%
1,750
5458
$10K ﹤0.01%
548
+534
5459
$10K ﹤0.01%
+400
5460
$10K ﹤0.01%
+670
5461
$10K ﹤0.01%
+1
5462
$10K ﹤0.01%
114
5463
$10K ﹤0.01%
666
+659
5464
$10K ﹤0.01%
+649
5465
$10K ﹤0.01%
400
-14,693
5466
$10K ﹤0.01%
12,500
-4,795
5467
$10K ﹤0.01%
305
-58
5468
$10K ﹤0.01%
+4,650
5469
$10K ﹤0.01%
730
-1,060
5470
$10K ﹤0.01%
900
+789
5471
$10K ﹤0.01%
900
-4
5472
$10K ﹤0.01%
772
+597
5473
$10K ﹤0.01%
1,600
-563
5474
$10K ﹤0.01%
1,161
-1,156
5475
$10K ﹤0.01%
1,384
+288