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
1451
$10.4M ﹤0.01%
216,637
+184,811
1452
$10.4M ﹤0.01%
137,517
+12,012
1453
$10.4M ﹤0.01%
304,600
+14,441
1454
$10.3M ﹤0.01%
110,431
-171,379
1455
$10.3M ﹤0.01%
307,381
-29,540
1456
$10.3M ﹤0.01%
245,699
+45,600
1457
$10.3M ﹤0.01%
33,373
+16,944
1458
$10.3M ﹤0.01%
332,142
+85,867
1459
$10.2M ﹤0.01%
92,971
-468
1460
$10.2M ﹤0.01%
169,207
-67,494
1461
$10.2M ﹤0.01%
108,268
+27,900
1462
$10.2M ﹤0.01%
395,064
+218,521
1463
$10.2M ﹤0.01%
177,348
+17,432
1464
$10.2M ﹤0.01%
763,311
+417,059
1465
$10.2M ﹤0.01%
512,660
+315,893
1466
$10.2M ﹤0.01%
174,696
+17,842
1467
$10.1M ﹤0.01%
438,752
+411,807
1468
$10.1M ﹤0.01%
297,260
-22,428
1469
$10.1M ﹤0.01%
333,214
+68,010
1470
$10.1M ﹤0.01%
296,050
+293,909
1471
$10.1M ﹤0.01%
199,354
+2,375
1472
$10.1M ﹤0.01%
207,756
-180,515
1473
$10M ﹤0.01%
113,057
+64,961
1474
$10M ﹤0.01%
202,933
+79,396
1475
$10M ﹤0.01%
35,437
+20,855