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
2276
$3.02M ﹤0.01%
196,504
+4,288
2277
$3.01M ﹤0.01%
27,188
-3,235
2278
$3.01M ﹤0.01%
116,183
+73,096
2279
$3.01M ﹤0.01%
157,419
-20,297
2280
$3M ﹤0.01%
121,445
+11,518
2281
$3M ﹤0.01%
190,662
2282
$3M ﹤0.01%
209,883
+164,271
2283
$3M ﹤0.01%
83,843
+6,486
2284
$2.97M ﹤0.01%
91,064
+56,926
2285
$2.96M ﹤0.01%
72,454
+62,253
2286
$2.95M ﹤0.01%
142,772
-365
2287
$2.94M ﹤0.01%
62,348
+658
2288
$2.94M ﹤0.01%
131,763
+8,481
2289
$2.94M ﹤0.01%
215,577
+35,830
2290
$2.94M ﹤0.01%
+23
2291
$2.93M ﹤0.01%
85,490
+1,572
2292
$2.93M ﹤0.01%
2,546
-10,070
2293
$2.93M ﹤0.01%
224,618
+101,216
2294
$2.92M ﹤0.01%
117,024
+99,090
2295
$2.92M ﹤0.01%
161,866
-9,131
2296
$2.92M ﹤0.01%
147,188
-3,027
2297
$2.91M ﹤0.01%
107,993
+88,416
2298
$2.91M ﹤0.01%
151,056
+4,448
2299
$2.91M ﹤0.01%
168,085
+48,005
2300
$2.91M ﹤0.01%
44,033
-10,042