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
2551
$2M ﹤0.01%
33,834
+16,601
2552
$2M ﹤0.01%
95,099
+57,916
2553
$1.99M ﹤0.01%
127,409
-14,008
2554
$1.98M ﹤0.01%
115,862
+23,260
2555
$1.98M ﹤0.01%
55,976
+58
2556
$1.98M ﹤0.01%
5,614
-9,040
2557
$1.98M ﹤0.01%
153,141
-360,250
2558
$1.97M ﹤0.01%
130,027
-226
2559
$1.97M ﹤0.01%
147,186
+78,594
2560
$1.96M ﹤0.01%
39,099
+19,772
2561
$1.96M ﹤0.01%
152,839
+53,046
2562
$1.96M ﹤0.01%
7,193
+3,515
2563
$1.96M ﹤0.01%
59,102
+29,241
2564
$1.96M ﹤0.01%
159,998
+205
2565
$1.95M ﹤0.01%
110,112
+8,537
2566
$1.95M ﹤0.01%
101,396
+10,583
2567
$1.94M ﹤0.01%
3,886
-1,706
2568
$1.94M ﹤0.01%
52,223
+24,890
2569
$1.94M ﹤0.01%
77,419
+77,409
2570
$1.94M ﹤0.01%
18,615
-1,070
2571
$1.93M ﹤0.01%
37,059
+3,027
2572
$1.93M ﹤0.01%
259,233
-20,677
2573
$1.93M ﹤0.01%
40,378
+6,978
2574
$1.93M ﹤0.01%
45,123
-7,993
2575
$1.93M ﹤0.01%
95,360
+17,457