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
1551
$9.11M ﹤0.01%
169,219
+17,511
1552
$9.06M ﹤0.01%
139,242
+29,634
1553
$9.06M ﹤0.01%
490,421
+51,525
1554
$9.05M ﹤0.01%
218,253
+10,179
1555
$9.04M ﹤0.01%
71,174
+22,348
1556
$9.03M ﹤0.01%
419,344
+214,412
1557
$9.02M ﹤0.01%
441,378
+156,428
1558
$9M ﹤0.01%
360,343
-61,812
1559
$8.99M ﹤0.01%
135,115
+21,728
1560
$8.96M ﹤0.01%
133,717
-4,640
1561
$8.94M ﹤0.01%
120,051
+82,295
1562
$8.93M ﹤0.01%
143,413
+30,664
1563
$8.93M ﹤0.01%
1,063,894
+238,168
1564
$8.92M ﹤0.01%
382,543
+63,153
1565
$8.91M ﹤0.01%
2,127,592
-278,930
1566
$8.88M ﹤0.01%
112,549
+12,435
1567
$8.86M ﹤0.01%
167,065
+27,467
1568
$8.85M ﹤0.01%
93,654
-149,467
1569
$8.82M ﹤0.01%
199,566
+132,909
1570
$8.81M ﹤0.01%
259,469
+29,266
1571
$8.79M ﹤0.01%
1,710,217
+157,704
1572
$8.79M ﹤0.01%
1,005,306
-197,704
1573
$8.78M ﹤0.01%
345,645
+8,659
1574
$8.78M ﹤0.01%
1,378,124
-169,959
1575
$8.77M ﹤0.01%
374,463
-13,441