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
2201
$3.42M ﹤0.01%
93,324
-27,837
2202
$3.41M ﹤0.01%
73,150
-24,160
2203
$3.4M ﹤0.01%
496,249
-985,951
2204
$3.4M ﹤0.01%
159,857
+71,952
2205
$3.39M ﹤0.01%
51,708
+48,458
2206
$3.39M ﹤0.01%
86,072
+6,640
2207
$3.38M ﹤0.01%
243,406
+4,249
2208
$3.38M ﹤0.01%
67,142
+1,819
2209
$3.37M ﹤0.01%
78,263
-25,308
2210
$3.36M ﹤0.01%
137,797
+16,069
2211
$3.36M ﹤0.01%
51,121
-29,946
2212
$3.36M ﹤0.01%
188,321
+9,288
2213
$3.35M ﹤0.01%
58,318
-6,208
2214
$3.34M ﹤0.01%
143,814
+108,004
2215
$3.33M ﹤0.01%
51,611
-3,000
2216
$3.33M ﹤0.01%
200,930
+22,333
2217
$3.31M ﹤0.01%
59,708
-31,061
2218
$3.31M ﹤0.01%
47,145
-10,785
2219
$3.31M ﹤0.01%
219,605
+29,621
2220
$3.31M ﹤0.01%
60,768
-5,656
2221
$3.3M ﹤0.01%
+112,998
2222
$3.29M ﹤0.01%
313,344
+62,582
2223
$3.29M ﹤0.01%
128,379
-4,331
2224
$3.28M ﹤0.01%
127,902
+95,883
2225
$3.26M ﹤0.01%
39,447
+12,998