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
2876
$1.23M ﹤0.01%
175,570
-117,337
2877
$1.23M ﹤0.01%
23,691
-30,061
2878
$1.23M ﹤0.01%
36,770
-26,298
2879
$1.23M ﹤0.01%
+59,518
2880
$1.23M ﹤0.01%
59,133
+50,369
2881
$1.23M ﹤0.01%
33,764
+26,523
2882
$1.23M ﹤0.01%
17,706
+14,014
2883
$1.22M ﹤0.01%
73,351
2884
$1.22M ﹤0.01%
67,240
+2,578
2885
$1.22M ﹤0.01%
92,236
+6,989
2886
$1.22M ﹤0.01%
44,615
+36,173
2887
$1.22M ﹤0.01%
16,147
+5,243
2888
$1.21M ﹤0.01%
13,060
-4,681
2889
$1.21M ﹤0.01%
31,401
+5,771
2890
$1.21M ﹤0.01%
61,718
-14
2891
$1.21M ﹤0.01%
79,441
-2,620
2892
$1.2M ﹤0.01%
34,940
-1,056
2893
$1.2M ﹤0.01%
28,781
+6,566
2894
$1.2M ﹤0.01%
85,763
+10,582
2895
$1.2M ﹤0.01%
93,274
+7,008
2896
$1.2M ﹤0.01%
4,893
-181
2897
$1.2M ﹤0.01%
19,647
+3,518
2898
$1.19M ﹤0.01%
24,786
+2,432
2899
$1.19M ﹤0.01%
39,921
+1,247
2900
$1.19M ﹤0.01%
93,179
+8,879