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
2626
$1.77M ﹤0.01%
63,511
+3,271
2627
$1.77M ﹤0.01%
33,217
-8,086
2628
$1.77M ﹤0.01%
377,782
-17,645
2629
$1.77M ﹤0.01%
221,970
+39,192
2630
$1.77M ﹤0.01%
120,422
+32,239
2631
$1.77M ﹤0.01%
23,362
-480
2632
$1.76M ﹤0.01%
207,783
+147,543
2633
$1.76M ﹤0.01%
243,168
-67,040
2634
$1.75M ﹤0.01%
114,921
+5,454
2635
$1.75M ﹤0.01%
65,112
+3,081
2636
$1.75M ﹤0.01%
58,679
2637
$1.75M ﹤0.01%
69,634
-8,574
2638
$1.75M ﹤0.01%
37,863
+810
2639
$1.74M ﹤0.01%
49,614
+42,127
2640
$1.74M ﹤0.01%
146,675
+72,635
2641
$1.74M ﹤0.01%
31,311
-14,891
2642
$1.74M ﹤0.01%
68,199
+22,560
2643
$1.74M ﹤0.01%
49,145
+13,264
2644
$1.74M ﹤0.01%
56,229
-1,624
2645
$1.73M ﹤0.01%
126,274
+43,678
2646
$1.73M ﹤0.01%
+79,244
2647
$1.73M ﹤0.01%
146,683
+69,817
2648
$1.72M ﹤0.01%
111,992
-72,184
2649
$1.72M ﹤0.01%
140,448
-17,655
2650
$1.72M ﹤0.01%
258,600
+22,697