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
1651
$7.96M ﹤0.01%
115,574
+58,397
1652
$7.95M ﹤0.01%
142,700
+4,437
1653
$7.89M ﹤0.01%
244,586
-38,456
1654
$7.86M ﹤0.01%
671,594
+559,662
1655
$7.83M ﹤0.01%
227,241
+3,539
1656
$7.83M ﹤0.01%
179,747
+178,427
1657
$7.83M ﹤0.01%
633,312
+7,740
1658
$7.82M ﹤0.01%
251,525
-54,275
1659
$7.81M ﹤0.01%
88,291
+1,468
1660
$7.8M ﹤0.01%
365,953
-41,103
1661
$7.8M ﹤0.01%
357,042
-21,033
1662
$7.8M ﹤0.01%
306,360
+40,939
1663
$7.8M ﹤0.01%
264,403
+169,426
1664
$7.77M ﹤0.01%
271,956
-30,346
1665
$7.76M ﹤0.01%
1,094,613
+15,944
1666
$7.75M ﹤0.01%
140,952
+9,674
1667
$7.74M ﹤0.01%
273,742
+177,162
1668
$7.73M ﹤0.01%
305,102
-2,571
1669
$7.71M ﹤0.01%
573,439
+20,719
1670
$7.69M ﹤0.01%
472,264
+164,951
1671
$7.68M ﹤0.01%
250,582
-33,256
1672
$7.66M ﹤0.01%
159,197
-28,842
1673
$7.64M ﹤0.01%
193,689
+24,358
1674
$7.63M ﹤0.01%
159,641
+6,668
1675
$7.59M ﹤0.01%
316,019
+74,306