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
2151
$3.67M ﹤0.01%
245,709
+4,994
2152
$3.66M ﹤0.01%
197,964
+923
2153
$3.66M ﹤0.01%
134,427
-1,329
2154
$3.65M ﹤0.01%
238,998
+8,592
2155
$3.62M ﹤0.01%
74,450
-817
2156
$3.61M ﹤0.01%
62,220
+5,128
2157
$3.61M ﹤0.01%
112,058
+11,287
2158
$3.61M ﹤0.01%
139,552
+1,679
2159
$3.61M ﹤0.01%
291,307
-2,640
2160
$3.6M ﹤0.01%
31,967
+11,556
2161
$3.59M ﹤0.01%
1,117,284
+505,656
2162
$3.58M ﹤0.01%
403,113
-307,842
2163
$3.58M ﹤0.01%
208,718
-4,639
2164
$3.58M ﹤0.01%
95,731
+63,529
2165
$3.57M ﹤0.01%
137,076
+23,757
2166
$3.55M ﹤0.01%
143,860
-12,419
2167
$3.54M ﹤0.01%
55,545
+27,356
2168
$3.53M ﹤0.01%
169,059
+15,235
2169
$3.53M ﹤0.01%
93,004
-4,753
2170
$3.53M ﹤0.01%
72,240
-23,644
2171
$3.53M ﹤0.01%
107,077
-6,469
2172
$3.52M ﹤0.01%
94,203
+37,403
2173
$3.52M ﹤0.01%
123,460
+10,034
2174
$3.51M ﹤0.01%
258,613
-13,116
2175
$3.51M ﹤0.01%
136,476
+17,763