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
1476
$10M ﹤0.01%
221,440
+59,416
1477
$9.96M ﹤0.01%
283,988
+21,323
1478
$9.96M ﹤0.01%
1,168,125
+82,821
1479
$9.96M ﹤0.01%
376,524
-45,385
1480
$9.95M ﹤0.01%
260,391
+56,124
1481
$9.94M ﹤0.01%
241,930
+27,506
1482
$9.94M ﹤0.01%
296,490
+126,627
1483
$9.93M ﹤0.01%
161,499
-122,001
1484
$9.92M ﹤0.01%
210,399
+33,406
1485
$9.92M ﹤0.01%
546,053
-9,122
1486
$9.9M ﹤0.01%
668,714
+57,503
1487
$9.85M ﹤0.01%
772,254
+116,035
1488
$9.85M ﹤0.01%
185,187
-78,650
1489
$9.85M ﹤0.01%
67,670
+35,289
1490
$9.85M ﹤0.01%
67,461
-18,960
1491
$9.84M ﹤0.01%
214,940
-68,335
1492
$9.82M ﹤0.01%
227,092
-11,063
1493
$9.82M ﹤0.01%
227,851
+91,390
1494
$9.79M ﹤0.01%
130,834
+3,931
1495
$9.77M ﹤0.01%
436,511
+65,732
1496
$9.77M ﹤0.01%
1,502,802
+865,184
1497
$9.76M ﹤0.01%
544,104
-154,257
1498
$9.76M ﹤0.01%
200,704
+80,558
1499
$9.74M ﹤0.01%
382,759
+10,472
1500
$9.74M ﹤0.01%
297,372
+147,655