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
2651
$1.72M ﹤0.01%
18,014
-32,798
2652
$1.72M ﹤0.01%
43,303
+7,117
2653
$1.72M ﹤0.01%
133,880
+29,187
2654
$1.71M ﹤0.01%
139,363
-10,808
2655
$1.71M ﹤0.01%
242,507
-3,887
2656
$1.71M ﹤0.01%
41,408
+5,647
2657
$1.7M ﹤0.01%
42,962
+1,300
2658
$1.7M ﹤0.01%
81,557
-12,983
2659
$1.7M ﹤0.01%
34,465
-42,475
2660
$1.7M ﹤0.01%
54,472
+2,418
2661
$1.7M ﹤0.01%
54,710
-556
2662
$1.69M ﹤0.01%
88,303
+3,748
2663
$1.69M ﹤0.01%
84,584
+3,096
2664
$1.69M ﹤0.01%
402,714
+126,848
2665
$1.68M ﹤0.01%
81,765
-16,939
2666
$1.68M ﹤0.01%
111,154
-86,689
2667
$1.68M ﹤0.01%
12,424
-15,477
2668
$1.68M ﹤0.01%
26,772
+3,102
2669
$1.68M ﹤0.01%
111,633
-62,562
2670
$1.68M ﹤0.01%
56,843
+49,541
2671
$1.68M ﹤0.01%
+15,764
2672
$1.67M ﹤0.01%
41,183
+1,634
2673
$1.67M ﹤0.01%
66,142
-90,357
2674
$1.66M ﹤0.01%
57,457
+44,292
2675
$1.65M ﹤0.01%
16,932
+1,168