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
1901
$5.51M ﹤0.01%
209,436
+53,747
1902
$5.51M ﹤0.01%
148,766
+49,675
1903
$5.5M ﹤0.01%
151,835
+98,962
1904
$5.5M ﹤0.01%
2,060,067
-385,776
1905
$5.48M ﹤0.01%
116,266
+7,512
1906
$5.47M ﹤0.01%
56,358
+7,526
1907
$5.46M ﹤0.01%
279,286
-70,860
1908
$5.46M ﹤0.01%
218,535
-32,209
1909
$5.44M ﹤0.01%
595,125
+90,210
1910
$5.43M ﹤0.01%
230,118
+3,704
1911
$5.43M ﹤0.01%
818,139
-8,537
1912
$5.43M ﹤0.01%
144,482
+5,852
1913
$5.41M ﹤0.01%
179,524
+103,901
1914
$5.4M ﹤0.01%
37,320
-2,528
1915
$5.39M ﹤0.01%
298,581
+51,132
1916
$5.38M ﹤0.01%
39,617
+6,750
1917
$5.37M ﹤0.01%
276,283
+231,111
1918
$5.37M ﹤0.01%
189,568
+118,367
1919
$5.37M ﹤0.01%
157,616
+11,122
1920
$5.36M ﹤0.01%
373,171
+75,918
1921
$5.36M ﹤0.01%
207,383
+33,924
1922
$5.33M ﹤0.01%
151,004
+13,940
1923
$5.33M ﹤0.01%
150,898
-114,865
1924
$5.32M ﹤0.01%
125,771
+32,873
1925
$5.32M ﹤0.01%
183,501
+34,118