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
1701
$7.2M ﹤0.01%
300,508
+158,798
1702
$7.17M ﹤0.01%
232,782
+25,545
1703
$7.17M ﹤0.01%
144,718
+16,386
1704
$7.15M ﹤0.01%
14,610
-15,240
1705
$7.12M ﹤0.01%
192,603
+43,566
1706
$7.12M ﹤0.01%
109,158
+25,396
1707
$7.1M ﹤0.01%
167,712
-3,806
1708
$7.1M ﹤0.01%
112,533
-134,465
1709
$7.07M ﹤0.01%
173,881
-34,415
1710
$7.07M ﹤0.01%
47,152
+6,443
1711
$7.06M ﹤0.01%
214,975
+35,030
1712
$7.03M ﹤0.01%
245,250
+8,648
1713
$7.03M ﹤0.01%
640,301
-6,454
1714
$7.02M ﹤0.01%
16,022
-2,709
1715
$7.02M ﹤0.01%
393,370
+109,791
1716
$7.01M ﹤0.01%
195,464
-45,842
1717
$6.95M ﹤0.01%
462,808
-311,043
1718
$6.94M ﹤0.01%
180,164
-34,470
1719
$6.94M ﹤0.01%
68,674
-379
1720
$6.93M ﹤0.01%
574,495
+232,599
1721
$6.93M ﹤0.01%
125,692
+25,766
1722
$6.92M ﹤0.01%
30,774
+1,128
1723
$6.92M ﹤0.01%
45,966
-7,820
1724
$6.91M ﹤0.01%
69,416
-34,710
1725
$6.9M ﹤0.01%
161,602
+10,286