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
2126
$3.78M ﹤0.01%
1,294,011
+389,168
2127
$3.78M ﹤0.01%
106,499
+69,753
2128
$3.77M ﹤0.01%
71,869
-6,917
2129
$3.76M ﹤0.01%
196,070
+45,904
2130
$3.76M ﹤0.01%
102,202
+4,664
2131
$3.76M ﹤0.01%
217,685
+42,650
2132
$3.76M ﹤0.01%
288,836
-113,518
2133
$3.76M ﹤0.01%
144,687
+15,719
2134
$3.75M ﹤0.01%
82,731
+10,220
2135
$3.75M ﹤0.01%
140,999
+2,422
2136
$3.75M ﹤0.01%
177,773
+30,378
2137
$3.73M ﹤0.01%
76,149
-6,473
2138
$3.73M ﹤0.01%
170,802
+19,232
2139
$3.73M ﹤0.01%
209,653
+36,082
2140
$3.73M ﹤0.01%
270,587
+64,012
2141
$3.72M ﹤0.01%
123,907
+22,999
2142
$3.72M ﹤0.01%
142,841
-9,740
2143
$3.71M ﹤0.01%
235,118
-42,059
2144
$3.71M ﹤0.01%
38,184
+21,596
2145
$3.7M ﹤0.01%
2,042
+151
2146
$3.7M ﹤0.01%
161,569
-104,029
2147
$3.7M ﹤0.01%
161,069
+90,751
2148
$3.69M ﹤0.01%
223,646
+15,740
2149
$3.69M ﹤0.01%
255,178
+50,889
2150
$3.67M ﹤0.01%
144,470
-58,848