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
2601
$1.84M ﹤0.01%
135,343
-47,686
2602
$1.84M ﹤0.01%
36,119
-5,629
2603
$1.83M ﹤0.01%
44,790
-28,479
2604
$1.83M ﹤0.01%
77,579
+24,482
2605
$1.83M ﹤0.01%
129,615
+12,451
2606
$1.83M ﹤0.01%
38,225
+5,765
2607
$1.83M ﹤0.01%
510,974
+179,979
2608
$1.83M ﹤0.01%
107,800
+49,556
2609
$1.83M ﹤0.01%
34,197
+1,856
2610
$1.83M ﹤0.01%
69,197
+13,727
2611
$1.83M ﹤0.01%
62,882
-53,233
2612
$1.83M ﹤0.01%
187,199
-77,045
2613
$1.82M ﹤0.01%
30,763
+16,641
2614
$1.82M ﹤0.01%
83,944
+74,247
2615
$1.82M ﹤0.01%
52,185
-5,875
2616
$1.82M ﹤0.01%
278,850
+233,342
2617
$1.82M ﹤0.01%
43,304
-71,561
2618
$1.81M ﹤0.01%
69,219
+17,037
2619
$1.81M ﹤0.01%
26,291
-45,773
2620
$1.8M ﹤0.01%
91,890
+32,794
2621
$1.8M ﹤0.01%
15,054
-118,887
2622
$1.79M ﹤0.01%
19,245
-13,268
2623
$1.79M ﹤0.01%
40,200
-60,838
2624
$1.78M ﹤0.01%
21,763
-2,568
2625
$1.78M ﹤0.01%
15,091
+4,503