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
2701
$1.59M ﹤0.01%
65,436
-376
2702
$1.58M ﹤0.01%
33,188
+18,915
2703
$1.58M ﹤0.01%
32,727
+20,976
2704
$1.58M ﹤0.01%
111,757
+34,969
2705
$1.57M ﹤0.01%
66,858
-432
2706
$1.57M ﹤0.01%
90,302
+18,791
2707
$1.57M ﹤0.01%
40,192
+3,273
2708
$1.57M ﹤0.01%
38,826
+37,726
2709
$1.56M ﹤0.01%
33,276
+10,058
2710
$1.56M ﹤0.01%
9
+6
2711
$1.56M ﹤0.01%
194,217
+28,002
2712
$1.56M ﹤0.01%
37,347
-17,227
2713
$1.55M ﹤0.01%
73,008
+43,990
2714
$1.55M ﹤0.01%
106,510
-5,810
2715
$1.55M ﹤0.01%
79,017
+9,180
2716
$1.55M ﹤0.01%
95,886
-209,810
2717
$1.54M ﹤0.01%
60,842
+17,130
2718
$1.53M ﹤0.01%
41,627
-24,432
2719
$1.53M ﹤0.01%
90,050
+26,207
2720
$1.53M ﹤0.01%
37,146
-31,668
2721
$1.53M ﹤0.01%
29,487
+7,759
2722
$1.53M ﹤0.01%
14,851
+8,591
2723
$1.52M ﹤0.01%
71,047
+4,416
2724
$1.52M ﹤0.01%
84,746
+39,046
2725
$1.52M ﹤0.01%
83,397
-5,950