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
1426
$10.9M ﹤0.01%
727,140
+305,056
1427
$10.8M ﹤0.01%
284,845
+5,574
1428
$10.8M ﹤0.01%
246,773
-18,738
1429
$10.7M ﹤0.01%
415,730
-67,945
1430
$10.7M ﹤0.01%
246,742
+39,534
1431
$10.7M ﹤0.01%
340,436
+319,442
1432
$10.7M ﹤0.01%
432,166
-655,700
1433
$10.7M ﹤0.01%
1,852,287
+651,488
1434
$10.7M ﹤0.01%
569,850
+104,301
1435
$10.6M ﹤0.01%
410,559
+201,160
1436
$10.6M ﹤0.01%
272,283
-806,628
1437
$10.6M ﹤0.01%
187,195
-127,008
1438
$10.6M ﹤0.01%
177,618
-6,384
1439
$10.5M ﹤0.01%
309,751
+10,220
1440
$10.5M ﹤0.01%
8,683
+3,387
1441
$10.5M ﹤0.01%
300,054
-9,776
1442
$10.5M ﹤0.01%
381,122
+75,040
1443
$10.5M ﹤0.01%
392,018
+106,513
1444
$10.5M ﹤0.01%
383,107
+82,037
1445
$10.5M ﹤0.01%
467,725
+241,394
1446
$10.5M ﹤0.01%
750,944
-105,206
1447
$10.5M ﹤0.01%
283,342
-341,770
1448
$10.5M ﹤0.01%
59,102
+2,796
1449
$10.4M ﹤0.01%
346,557
+100,836
1450
$10.4M ﹤0.01%
295,059
-101,673