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
5501
$9K ﹤0.01%
4,791
+741
5502
$9K ﹤0.01%
2,669
+1,294
5503
$9K ﹤0.01%
309
-5,498
5504
$9K ﹤0.01%
1,176
+1,157
5505
$9K ﹤0.01%
1
5506
$9K ﹤0.01%
145
5507
$9K ﹤0.01%
+800
5508
$8K ﹤0.01%
126
-874
5509
$8K ﹤0.01%
1,385
-109
5510
$8K ﹤0.01%
+418
5511
$8K ﹤0.01%
519
5512
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734
-18,523
5513
$8K ﹤0.01%
900
5514
$8K ﹤0.01%
877
+839
5515
$8K ﹤0.01%
75
-45
5516
$8K ﹤0.01%
1,526
-121
5517
$8K ﹤0.01%
+25
5518
0
5519
$8K ﹤0.01%
55
-115
5520
$8K ﹤0.01%
3,060
+2,000
5521
$8K ﹤0.01%
697
-294
5522
$8K ﹤0.01%
1,000
5523
$8K ﹤0.01%
319
+139
5524
$8K ﹤0.01%
550
-487
5525
$8K ﹤0.01%
3,000
-558