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
1601
$8.43M ﹤0.01%
323,203
+77,007
1602
$8.42M ﹤0.01%
159,470
-83,306
1603
$8.42M ﹤0.01%
171,374
-9,081
1604
$8.4M ﹤0.01%
169,252
+58,828
1605
$8.39M ﹤0.01%
346,405
-1,412
1606
$8.39M ﹤0.01%
228,225
+58,376
1607
$8.38M ﹤0.01%
515,997
-39,610
1608
$8.38M ﹤0.01%
313,558
+83,093
1609
$8.38M ﹤0.01%
+49,693
1610
$8.38M ﹤0.01%
211,682
+4,718
1611
$8.37M ﹤0.01%
245,433
+51,337
1612
$8.36M ﹤0.01%
1,370,852
+104,563
1613
$8.34M ﹤0.01%
92,121
+68,324
1614
$8.33M ﹤0.01%
130,547
-130,704
1615
$8.32M ﹤0.01%
227,332
+126,710
1616
$8.32M ﹤0.01%
79,240
+9,433
1617
$8.29M ﹤0.01%
+342,315
1618
$8.27M ﹤0.01%
171,038
+16,188
1619
$8.26M ﹤0.01%
346,371
-64,536
1620
$8.26M ﹤0.01%
934,601
+139,022
1621
$8.24M ﹤0.01%
165,424
+9,000
1622
$8.24M ﹤0.01%
204,455
+158,423
1623
$8.23M ﹤0.01%
653,535
+580,065
1624
$8.22M ﹤0.01%
165,103
+23,600
1625
$8.21M ﹤0.01%
163,790
-2,443