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
2676
$1.64M ﹤0.01%
34,612
+9,920
2677
$1.64M ﹤0.01%
26,704
-4,700
2678
$1.64M ﹤0.01%
2,972
-215
2679
$1.64M ﹤0.01%
67,696
-2,625
2680
$1.64M ﹤0.01%
39,619
+2,820
2681
$1.64M ﹤0.01%
305,730
2682
$1.63M ﹤0.01%
69,411
+23,138
2683
$1.63M ﹤0.01%
36,866
-2,082
2684
$1.63M ﹤0.01%
362,528
+54,976
2685
$1.63M ﹤0.01%
26,250
+5,377
2686
$1.63M ﹤0.01%
51,699
-226,650
2687
$1.62M ﹤0.01%
107,367
+29,165
2688
$1.62M ﹤0.01%
+100,511
2689
$1.62M ﹤0.01%
195,999
+66,065
2690
$1.61M ﹤0.01%
117,238
+16,002
2691
$1.61M ﹤0.01%
55,489
+27,962
2692
$1.6M ﹤0.01%
29,887
+21,052
2693
$1.6M ﹤0.01%
44,369
-2,799
2694
$1.6M ﹤0.01%
65,903
+835
2695
$1.6M ﹤0.01%
57,779
+8,417
2696
$1.59M ﹤0.01%
35,691
-1,344
2697
$1.59M ﹤0.01%
34,658
-14,760
2698
$1.59M ﹤0.01%
52,782
-24,116
2699
$1.59M ﹤0.01%
32,223
+2,466
2700
$1.59M ﹤0.01%
18,726
+2,549