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
2801
$1.39M ﹤0.01%
79,597
+25,607
2802
$1.39M ﹤0.01%
42,827
+12,065
2803
$1.39M ﹤0.01%
2,526,622
+1,388,058
2804
$1.39M ﹤0.01%
+21,767
2805
$1.39M ﹤0.01%
61,409
+23,286
2806
$1.39M ﹤0.01%
25,040
-4,901
2807
$1.38M ﹤0.01%
142,165
+75,663
2808
$1.38M ﹤0.01%
27,450
+7,380
2809
$1.38M ﹤0.01%
120,357
+60,658
2810
$1.38M ﹤0.01%
20,626
+911
2811
$1.38M ﹤0.01%
44,710
-100
2812
$1.37M ﹤0.01%
49,723
+39,972
2813
$1.37M ﹤0.01%
200,934
+128,949
2814
$1.37M ﹤0.01%
7,641
+454
2815
$1.37M ﹤0.01%
31,802
+22,610
2816
$1.37M ﹤0.01%
41,479
+31,611
2817
$1.36M ﹤0.01%
20,387
+1,416
2818
$1.36M ﹤0.01%
94,465
+529
2819
$1.35M ﹤0.01%
45,582
+17,103
2820
$1.35M ﹤0.01%
10,261
+3,872
2821
$1.35M ﹤0.01%
26,557
+1,072
2822
$1.35M ﹤0.01%
9,803
+7,707
2823
$1.34M ﹤0.01%
30,046
-4,700
2824
$1.34M ﹤0.01%
63,702
-6,816
2825
$1.34M ﹤0.01%
66,125
-10,077