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
1801
$6.2M ﹤0.01%
346,227
+68,102
1802
$6.2M ﹤0.01%
246,011
-43,374
1803
$6.19M ﹤0.01%
10,176
-1,348
1804
$6.19M ﹤0.01%
641,795
+70,286
1805
$6.17M ﹤0.01%
101,904
+4,618
1806
$6.17M ﹤0.01%
1,320,064
-1,164,767
1807
$6.17M ﹤0.01%
244,982
-54,134
1808
$6.17M ﹤0.01%
13,303,120
-9,200
1809
$6.16M ﹤0.01%
103,264
+12,966
1810
$6.14M ﹤0.01%
72,105
+31,639
1811
$6.13M ﹤0.01%
96,160
+19,836
1812
$6.12M ﹤0.01%
349,347
-450,838
1813
$6.12M ﹤0.01%
855,536
-491,246
1814
$6.12M ﹤0.01%
296,120
-92,172
1815
$6.11M ﹤0.01%
49,602
+31,019
1816
$6.09M ﹤0.01%
36,384
-10,821
1817
$6.07M ﹤0.01%
73,493
+19,338
1818
$6.07M ﹤0.01%
1,472,348
+55,354
1819
$6.05M ﹤0.01%
173,639
-34,724
1820
$6.05M ﹤0.01%
182,617
+58,089
1821
$6.04M ﹤0.01%
153,225
-11,375
1822
$6.03M ﹤0.01%
56,069
+30,610
1823
$6.02M ﹤0.01%
95,129
+34,197
1824
$6.01M ﹤0.01%
294,382
+89,986
1825
$6M ﹤0.01%
398,758
+70,094