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
2051
$4.29M ﹤0.01%
173,658
+80,393
2052
$4.28M ﹤0.01%
395,357
+61,209
2053
$4.28M ﹤0.01%
238,990
-136,247
2054
$4.27M ﹤0.01%
339,720
-62,302
2055
$4.27M ﹤0.01%
97,735
+12,137
2056
$4.26M ﹤0.01%
55,480
-11,102
2057
$4.25M ﹤0.01%
36,448
+14,120
2058
$4.25M ﹤0.01%
167,798
+106,184
2059
$4.25M ﹤0.01%
226,517
-336,026
2060
$4.24M ﹤0.01%
80,722
+22,414
2061
$4.24M ﹤0.01%
118,242
+6,678
2062
$4.24M ﹤0.01%
162,966
+6,170
2063
$4.24M ﹤0.01%
452,902
-17,936
2064
$4.23M ﹤0.01%
279,095
+22,814
2065
$4.23M ﹤0.01%
72,187
-9,816
2066
$4.23M ﹤0.01%
52,769
+25,742
2067
$4.22M ﹤0.01%
286,773
+25,486
2068
$4.22M ﹤0.01%
122,508
+3,567
2069
$4.21M ﹤0.01%
74,032
+9,725
2070
$4.2M ﹤0.01%
273,648
-54,204
2071
$4.2M ﹤0.01%
300,944
+18,815
2072
$4.19M ﹤0.01%
81,230
-8,709
2073
$4.19M ﹤0.01%
59,903
+44,022
2074
$4.19M ﹤0.01%
216,224
+201,739
2075
$4.18M ﹤0.01%
111,125
+47,196