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
2726
$1.52M ﹤0.01%
84,615
+2,575
2727
$1.52M ﹤0.01%
47,991
-3,832
2728
$1.52M ﹤0.01%
48,656
-1,880
2729
$1.52M ﹤0.01%
30,832
+5,774
2730
$1.52M ﹤0.01%
50,229
-18,570
2731
$1.52M ﹤0.01%
12,113
+10,288
2732
$1.52M ﹤0.01%
59,729
+10,053
2733
$1.51M ﹤0.01%
53,574
+18,469
2734
$1.51M ﹤0.01%
40,093
-19,579
2735
$1.51M ﹤0.01%
24,177
+1,347
2736
$1.5M ﹤0.01%
192,132
-186,150
2737
$1.5M ﹤0.01%
185,748
-24,313
2738
$1.5M ﹤0.01%
27,722
-12,065
2739
$1.5M ﹤0.01%
172,677
+131,468
2740
$1.49M ﹤0.01%
40,277
+29,217
2741
$1.49M ﹤0.01%
81,770
+81,653
2742
$1.49M ﹤0.01%
19,322
+7,488
2743
$1.49M ﹤0.01%
153,632
+4,892
2744
$1.49M ﹤0.01%
64,816
+5,573
2745
$1.48M ﹤0.01%
9,125
+9,113
2746
$1.48M ﹤0.01%
66,444
-26,972
2747
$1.48M ﹤0.01%
36,653
+16,762
2748
$1.48M ﹤0.01%
89,853
-74,439
2749
$1.48M ﹤0.01%
253,760
+55,716
2750
$1.48M ﹤0.01%
43,869
-10,918