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
1876
$5.67M ﹤0.01%
229,702
+35,278
1877
$5.67M ﹤0.01%
590,630
-455,129
1878
$5.67M ﹤0.01%
366,495
-17,021
1879
$5.66M ﹤0.01%
141,576
+28,404
1880
$5.66M ﹤0.01%
423,830
-40,692
1881
$5.65M ﹤0.01%
112,070
+17,833
1882
$5.64M ﹤0.01%
395,745
+116,840
1883
$5.64M ﹤0.01%
306,748
+22,226
1884
$5.64M ﹤0.01%
387,568
-19,780
1885
$5.62M ﹤0.01%
132,634
-2,013
1886
$5.61M ﹤0.01%
+176,058
1887
$5.6M ﹤0.01%
166,548
+51,478
1888
$5.59M ﹤0.01%
106,018
1889
$5.59M ﹤0.01%
63,431
+33,973
1890
$5.57M ﹤0.01%
73,540
+3,648
1891
$5.56M ﹤0.01%
8,484
-2,255
1892
$5.55M ﹤0.01%
117,644
-19,558
1893
$5.55M ﹤0.01%
20,172
-7,689
1894
$5.55M ﹤0.01%
324,759
+130,065
1895
$5.54M ﹤0.01%
223,502
+9,136
1896
$5.54M ﹤0.01%
391,811
+29,233
1897
$5.53M ﹤0.01%
207,738
+9,762
1898
$5.53M ﹤0.01%
232,824
+28,716
1899
$5.52M ﹤0.01%
185,234
+121,772
1900
$5.51M ﹤0.01%
171,166
+28,952