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
2251
$3.1M ﹤0.01%
40,140
+4,028
2252
$3.09M ﹤0.01%
191,396
+60,592
2253
$3.08M ﹤0.01%
329,274
+136,108
2254
$3.08M ﹤0.01%
741,750
+26,940
2255
$3.07M ﹤0.01%
163,077
+31,504
2256
$3.07M ﹤0.01%
175,992
-498
2257
$3.07M ﹤0.01%
+10,228
2258
$3.07M ﹤0.01%
700,341
+361,212
2259
$3.06M ﹤0.01%
747,161
-404,484
2260
$3.06M ﹤0.01%
82,205
-69,976
2261
$3.06M ﹤0.01%
51,544
+12,891
2262
$3.06M ﹤0.01%
96,152
-12,241
2263
$3.05M ﹤0.01%
41,639
-755
2264
$3.05M ﹤0.01%
272,559
+183,260
2265
$3.05M ﹤0.01%
170,076
+11,471
2266
$3.04M ﹤0.01%
283
+84
2267
$3.04M ﹤0.01%
53,524
-4,856
2268
$3.04M ﹤0.01%
145,553
+106,653
2269
$3.04M ﹤0.01%
232,038
+29,506
2270
$3.04M ﹤0.01%
154,694
-195,017
2271
$3.04M ﹤0.01%
3,981
+152
2272
$3.02M ﹤0.01%
198,082
-30,533
2273
$3.02M ﹤0.01%
425,636
-90,905
2274
$3.02M ﹤0.01%
108,062
+88,601
2275
$3.02M ﹤0.01%
100,591
+11,214