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
2576
$1.92M ﹤0.01%
57,867
-349
2577
$1.92M ﹤0.01%
222,108
-450,952
2578
$1.92M ﹤0.01%
211,005
+84,182
2579
$1.92M ﹤0.01%
42,304
-32,279
2580
$1.92M ﹤0.01%
78,969
+11,723
2581
$1.91M ﹤0.01%
121,125
+13,191
2582
$1.91M ﹤0.01%
26,780
+15,532
2583
$1.91M ﹤0.01%
238,164
+120,063
2584
$1.91M ﹤0.01%
24,380
-7,082
2585
$1.9M ﹤0.01%
105,010
-10,121
2586
$1.9M ﹤0.01%
27,119
-7,304
2587
$1.88M ﹤0.01%
153,022
+19,051
2588
$1.88M ﹤0.01%
30,388
+9,927
2589
$1.87M ﹤0.01%
37,187
+10,115
2590
$1.87M ﹤0.01%
70,769
+33,617
2591
$1.87M ﹤0.01%
48,144
+21,301
2592
$1.86M ﹤0.01%
18,069
-1,809
2593
$1.86M ﹤0.01%
209,793
+33,199
2594
$1.86M ﹤0.01%
120,364
+16,123
2595
$1.86M ﹤0.01%
197,833
-30,365
2596
$1.86M ﹤0.01%
149,377
-9,661
2597
$1.86M ﹤0.01%
144,095
+46,643
2598
$1.85M ﹤0.01%
41,163
-354,156
2599
$1.85M ﹤0.01%
8,285
-2,725
2600
$1.85M ﹤0.01%
152,339
-89,775