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
2076
$4.17M ﹤0.01%
105,572
-18,279
2077
$4.16M ﹤0.01%
157,246
-105,631
2078
$4.16M ﹤0.01%
126,574
-5,010
2079
$4.13M ﹤0.01%
264,598
+66,126
2080
$4.13M ﹤0.01%
238,495
+36,980
2081
$4.11M ﹤0.01%
188,505
+20,890
2082
$4.1M ﹤0.01%
93,231
+14,781
2083
$4.08M ﹤0.01%
34,978
+17,147
2084
$4.07M ﹤0.01%
151,663
+4,442
2085
$4.06M ﹤0.01%
43,656
+14,692
2086
$4.06M ﹤0.01%
134,963
+5,359
2087
$4.05M ﹤0.01%
105,204
-19,501
2088
$4.05M ﹤0.01%
60,057
+1,104
2089
$4.04M ﹤0.01%
150,682
+112,101
2090
$4.04M ﹤0.01%
121,977
+2,173
2091
$4.04M ﹤0.01%
164,154
+20,168
2092
$4.03M ﹤0.01%
63,876
+60,745
2093
$4.03M ﹤0.01%
288,891
+122,367
2094
$4.03M ﹤0.01%
123,231
+62,284
2095
$4.03M ﹤0.01%
170,871
+2,517
2096
$4M ﹤0.01%
283,711
+41,483
2097
$4M ﹤0.01%
119,720
+63,668
2098
$4M ﹤0.01%
31,048
+1,937
2099
$4M ﹤0.01%
88,956
+9,506
2100
$3.98M ﹤0.01%
273,907
+57,908