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
2901
$1.19M ﹤0.01%
89,686
+8,068
2902
$1.19M ﹤0.01%
41,613
-4,803
2903
$1.19M ﹤0.01%
77,523
-24,283
2904
$1.18M ﹤0.01%
24,575
+22,488
2905
$1.18M ﹤0.01%
56,526
-4,344
2906
$1.18M ﹤0.01%
58,935
-269,121
2907
$1.18M ﹤0.01%
49,719
-15,957
2908
$1.18M ﹤0.01%
38,302
+1,477
2909
$1.18M ﹤0.01%
23,680
+23,209
2910
$1.18M ﹤0.01%
33,888
+4,336
2911
$1.18M ﹤0.01%
95,341
+3,005
2912
$1.18M ﹤0.01%
77,217
-48,246
2913
$1.17M ﹤0.01%
17,616
+1,080
2914
$1.17M ﹤0.01%
55,911
+10,862
2915
$1.17M ﹤0.01%
80,258
+10,366
2916
$1.16M ﹤0.01%
25,434
+2,709
2917
$1.16M ﹤0.01%
+2,735
2918
$1.16M ﹤0.01%
77,765
+13,709
2919
$1.15M ﹤0.01%
23,183
-67,371
2920
$1.15M ﹤0.01%
11,522
-13,414
2921
$1.15M ﹤0.01%
84,003
-33,574
2922
$1.15M ﹤0.01%
112,975
-1,618
2923
$1.15M ﹤0.01%
43,092
+6,450
2924
$1.15M ﹤0.01%
24,422
+17,129
2925
$1.14M ﹤0.01%
54,982
-432,146