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
1676
$7.59M ﹤0.01%
194,552
-44,895
1677
$7.55M ﹤0.01%
344,752
+330,561
1678
$7.53M ﹤0.01%
+315,015
1679
$7.53M ﹤0.01%
365,344
+324,891
1680
$7.48M ﹤0.01%
169,127
+62,063
1681
$7.42M ﹤0.01%
129,646
-95,356
1682
$7.42M ﹤0.01%
236,543
-77,915
1683
$7.4M ﹤0.01%
698,019
-216
1684
$7.4M ﹤0.01%
101,097
-171,749
1685
$7.39M ﹤0.01%
651,294
-72,292
1686
$7.39M ﹤0.01%
323,663
+123,564
1687
$7.36M ﹤0.01%
289,375
+199,243
1688
$7.35M ﹤0.01%
147,087
+9,091
1689
$7.34M ﹤0.01%
495,758
+74,930
1690
$7.33M ﹤0.01%
289,297
+104,191
1691
$7.32M ﹤0.01%
499,433
+42,060
1692
$7.31M ﹤0.01%
158,638
+74,154
1693
$7.3M ﹤0.01%
346,014
+105,556
1694
$7.28M ﹤0.01%
157,322
-46,397
1695
$7.28M ﹤0.01%
225,587
+167,336
1696
$7.24M ﹤0.01%
241,708
-8,561
1697
$7.23M ﹤0.01%
461,350
+95,360
1698
$7.22M ﹤0.01%
247,618
-12,778
1699
$7.21M ﹤0.01%
121,113
+4,676
1700
$7.21M ﹤0.01%
180,557
+4,550