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
1501
$9.72M ﹤0.01%
1,142,313
+60,171
1502
$9.7M ﹤0.01%
259,395
-60,758
1503
$9.7M ﹤0.01%
217,300
-16,022
1504
$9.69M ﹤0.01%
142,638
-101,767
1505
$9.68M ﹤0.01%
294,238
-8,921
1506
$9.66M ﹤0.01%
287,394
-100,948
1507
$9.65M ﹤0.01%
120,558
+35,757
1508
$9.64M ﹤0.01%
1,216,386
-35,143
1509
$9.64M ﹤0.01%
100,186
+5,264
1510
$9.62M ﹤0.01%
204,951
+33,365
1511
$9.61M ﹤0.01%
616,756
+16,620
1512
$9.6M ﹤0.01%
152,321
-5,898
1513
$9.6M ﹤0.01%
659,440
+458,189
1514
$9.57M ﹤0.01%
474,657
-156,649
1515
$9.54M ﹤0.01%
432,638
+89,515
1516
$9.52M ﹤0.01%
359,852
+18,528
1517
$9.49M ﹤0.01%
1,050,673
-894
1518
$9.47M ﹤0.01%
540,716
+41,269
1519
$9.47M ﹤0.01%
200,925
-18,221
1520
$9.45M ﹤0.01%
232,540
+3,196
1521
$9.44M ﹤0.01%
76,635
-6,631
1522
$9.43M ﹤0.01%
323,686
+46,985
1523
$9.42M ﹤0.01%
1,653,240
+513,541
1524
$9.4M ﹤0.01%
+112,829
1525
$9.4M ﹤0.01%
86,036
-3,748