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
2951
$1.09M ﹤0.01%
99,825
+14,135
2952
$1.08M ﹤0.01%
74,175
+2,589
2953
$1.08M ﹤0.01%
174,216
+28,727
2954
$1.08M ﹤0.01%
54,385
-4,692
2955
$1.08M ﹤0.01%
152,979
+132,413
2956
$1.07M ﹤0.01%
21,816
+174
2957
$1.07M ﹤0.01%
51,987
-7,896
2958
$1.07M ﹤0.01%
15,209
-33,875
2959
$1.07M ﹤0.01%
42,328
-201,066
2960
$1.07M ﹤0.01%
353
+351
2961
$1.06M ﹤0.01%
72,606
-173
2962
$1.06M ﹤0.01%
16,405
+112
2963
$1.06M ﹤0.01%
14,043
+1,943
2964
$1.06M ﹤0.01%
77,758
+8,054
2965
$1.05M ﹤0.01%
35,711
-12,212
2966
$1.05M ﹤0.01%
79,563
+18,735
2967
$1.05M ﹤0.01%
51,210
-152,595
2968
$1.05M ﹤0.01%
65,407
+8,896
2969
$1.05M ﹤0.01%
76,588
+1,760
2970
$1.05M ﹤0.01%
33,703
-8,884
2971
$1.05M ﹤0.01%
36,398
-304
2972
$1.05M ﹤0.01%
44,627
+19,334
2973
$1.05M ﹤0.01%
20,917
+2,724
2974
$1.04M ﹤0.01%
82,181
+11,872
2975
$1.04M ﹤0.01%
25,561
-17,726