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
1376
$11.9M ﹤0.01%
111,396
+42,447
1377
$11.9M ﹤0.01%
199,855
-46,153
1378
$11.9M ﹤0.01%
343,795
+2,246
1379
$11.9M ﹤0.01%
345,701
+158,010
1380
$11.8M ﹤0.01%
275,207
+71,520
1381
$11.8M ﹤0.01%
541,986
-15,947
1382
$11.8M ﹤0.01%
237,421
-253,223
1383
$11.8M ﹤0.01%
251,212
+184,060
1384
$11.8M ﹤0.01%
74,355
-269,469
1385
$11.7M ﹤0.01%
208,158
+151,074
1386
$11.6M ﹤0.01%
787,590
+89,469
1387
$11.6M ﹤0.01%
902,820
+191,793
1388
$11.5M ﹤0.01%
241,859
+116,149
1389
$11.5M ﹤0.01%
198,441
+19,316
1390
$11.5M ﹤0.01%
260,575
-135,248
1391
$11.4M ﹤0.01%
880,059
+6,283
1392
$11.4M ﹤0.01%
133,541
+15,795
1393
$11.4M ﹤0.01%
9,703
+290
1394
$11.4M ﹤0.01%
489,396
+88,800
1395
$11.3M ﹤0.01%
311,428
+236,930
1396
$11.3M ﹤0.01%
507,583
+65,929
1397
$11.3M ﹤0.01%
853,716
-3,525
1398
$11.3M ﹤0.01%
401,050
+80,250
1399
$11.3M ﹤0.01%
144,231
-81,704
1400
$11.3M ﹤0.01%
509,343
+43,659