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
1401
$11.2M ﹤0.01%
174,210
-2,481
1402
$11.2M ﹤0.01%
624,952
+40,425
1403
$11.2M ﹤0.01%
297,937
-53,049
1404
$11.2M ﹤0.01%
190,139
-15,664
1405
$11.2M ﹤0.01%
138,814
+2,163
1406
$11.2M ﹤0.01%
2,702,497
-2,896,930
1407
$11.1M ﹤0.01%
124,283
-337
1408
$11.1M ﹤0.01%
429,928
+32,117
1409
$11.1M ﹤0.01%
1,868,097
+240,652
1410
$11.1M ﹤0.01%
193,907
-114,404
1411
$11.1M ﹤0.01%
224,720
-1,756
1412
$11M ﹤0.01%
236,987
-66,188
1413
$11M ﹤0.01%
607,526
+112,348
1414
$11M ﹤0.01%
208,395
+2,869
1415
$11M ﹤0.01%
1,751,400
-18,718,630
1416
$11M ﹤0.01%
243,579
+588
1417
$11M ﹤0.01%
173,984
+137,784
1418
$11M ﹤0.01%
36,732
+9,789
1419
$11M ﹤0.01%
318,169
-18,597
1420
$11M ﹤0.01%
281,799
-107,962
1421
$11M ﹤0.01%
168,577
-64,803
1422
$10.9M ﹤0.01%
322,292
-72,875
1423
$10.9M ﹤0.01%
120,330
-56,942
1424
$10.9M ﹤0.01%
1,998,802
+571,926
1425
$10.9M ﹤0.01%
206,940
+9,276