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
1776
$6.37M ﹤0.01%
119,774
-5,867
1777
$6.37M ﹤0.01%
247,077
+7,745
1778
$6.36M ﹤0.01%
55,249
+3,401
1779
$6.36M ﹤0.01%
193,963
-186,114
1780
$6.36M ﹤0.01%
59,245
+52,553
1781
$6.36M ﹤0.01%
319,798
-89,935
1782
$6.35M ﹤0.01%
504,483
-117,179
1783
$6.35M ﹤0.01%
193,364
+32,908
1784
$6.35M ﹤0.01%
353,528
-41,999
1785
$6.34M ﹤0.01%
159,982
+153,632
1786
$6.32M ﹤0.01%
322,846
+173,863
1787
$6.31M ﹤0.01%
162,448
-30,338
1788
$6.29M ﹤0.01%
1,765,707
-2,670,856
1789
$6.28M ﹤0.01%
384,955
+90,650
1790
$6.28M ﹤0.01%
634,586
+365,013
1791
$6.28M ﹤0.01%
579,285
-15,288
1792
$6.28M ﹤0.01%
88,241
-6,180
1793
$6.28M ﹤0.01%
107,837
-296,487
1794
$6.27M ﹤0.01%
415,596
-119,405
1795
$6.26M ﹤0.01%
534,728
-39,588
1796
$6.24M ﹤0.01%
181,218
-117,434
1797
$6.24M ﹤0.01%
126,842
+31,787
1798
$6.23M ﹤0.01%
353,933
-57,527
1799
$6.22M ﹤0.01%
82,890
+2,973
1800
$6.21M ﹤0.01%
150,130
+76,588