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
2226
$3.26M ﹤0.01%
261,171
-136,918
2227
$3.25M ﹤0.01%
159,219
+13,253
2228
$3.25M ﹤0.01%
86,664
-101,595
2229
$3.24M ﹤0.01%
195
+173
2230
$3.24M ﹤0.01%
91,644
+749
2231
$3.24M ﹤0.01%
594,919
+354,475
2232
$3.23M ﹤0.01%
119,577
+29,399
2233
$3.23M ﹤0.01%
31,165
-98,116
2234
$3.22M ﹤0.01%
143,611
+9,467
2235
$3.2M ﹤0.01%
247,811
+10,910
2236
$3.2M ﹤0.01%
33,710
-40,147
2237
$3.2M ﹤0.01%
65,449
-10,483
2238
$3.2M ﹤0.01%
245,481
-301,118
2239
$3.19M ﹤0.01%
369,945
-185,400
2240
$3.18M ﹤0.01%
33,779
+9,538
2241
$3.17M ﹤0.01%
78,165
+14,244
2242
$3.17M ﹤0.01%
192,130
+11,554
2243
$3.17M ﹤0.01%
43,403
-12,165
2244
$3.16M ﹤0.01%
91,946
-11,520
2245
$3.16M ﹤0.01%
119,628
+27,732
2246
$3.12M ﹤0.01%
230,272
-40,245
2247
$3.12M ﹤0.01%
35,708
+5,669
2248
$3.12M ﹤0.01%
90,646
+11,193
2249
$3.11M ﹤0.01%
131,444
-23,064
2250
$3.1M ﹤0.01%
153,886
-37,081