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
1351
$12.4M ﹤0.01%
474,242
-68,049
1352
$12.4M ﹤0.01%
863,663
+351,359
1353
$12.4M ﹤0.01%
251,022
+10,952
1354
$12.3M ﹤0.01%
97,628
+21,584
1355
$12.3M ﹤0.01%
446,828
-9,799
1356
$12.3M ﹤0.01%
2,570,838
+197,866
1357
$12.3M ﹤0.01%
314,364
-28,460
1358
$12.3M ﹤0.01%
460,941
-18,559
1359
$12.2M ﹤0.01%
374,209
+2,149
1360
$12.2M ﹤0.01%
10,116
+695
1361
$12.2M ﹤0.01%
335,122
+83,995
1362
$12.2M ﹤0.01%
108,061
-65,320
1363
$12.2M ﹤0.01%
867,565
+84,621
1364
$12.1M ﹤0.01%
170,781
+42,738
1365
$12.1M ﹤0.01%
498,834
+47,882
1366
$12.1M ﹤0.01%
238,661
+42,601
1367
$12.1M ﹤0.01%
317,745
+43,760
1368
$12.1M ﹤0.01%
621,965
+273,365
1369
$12M ﹤0.01%
459,902
+5,801
1370
$12M ﹤0.01%
589,987
+70,455
1371
$12M ﹤0.01%
189,084
+104,490
1372
$11.9M ﹤0.01%
654,021
+57,918
1373
$11.9M ﹤0.01%
346,404
+65,796
1374
$11.9M ﹤0.01%
749,952
+46,760
1375
$11.9M ﹤0.01%
469,873
+23,698