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
2176
$3.5M ﹤0.01%
20,903
+14,502
2177
$3.5M ﹤0.01%
53,070
+363
2178
$3.5M ﹤0.01%
116,222
+60,530
2179
$3.5M ﹤0.01%
80,012
-4,773
2180
$3.5M ﹤0.01%
252,605
+63,100
2181
$3.49M ﹤0.01%
140,668
+100,172
2182
$3.49M ﹤0.01%
+103,954
2183
$3.48M ﹤0.01%
225,329
+90,339
2184
$3.48M ﹤0.01%
131,156
+52,051
2185
$3.48M ﹤0.01%
17,535
-2,543
2186
$3.48M ﹤0.01%
69,532
+32,678
2187
$3.47M ﹤0.01%
272,193
+16,010
2188
$3.47M ﹤0.01%
390,043
+346,228
2189
$3.47M ﹤0.01%
119,680
-6,528
2190
$3.46M ﹤0.01%
58,181
+26,589
2191
$3.46M ﹤0.01%
32,628
+30,283
2192
$3.46M ﹤0.01%
69,576
+23,685
2193
$3.46M ﹤0.01%
215,430
+35,845
2194
$3.46M ﹤0.01%
130,882
+6,247
2195
$3.45M ﹤0.01%
48,920
-1,754
2196
$3.45M ﹤0.01%
62,987
-43,889
2197
$3.44M ﹤0.01%
206,950
+20,512
2198
$3.44M ﹤0.01%
27,385
-9,424
2199
$3.43M ﹤0.01%
37,137
-105,273
2200
$3.43M ﹤0.01%
127,324
+2,110