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
2301
$2.9M ﹤0.01%
79,469
-12,572
2302
$2.89M ﹤0.01%
134,751
+46,018
2303
$2.89M ﹤0.01%
127,593
+81,828
2304
$2.88M ﹤0.01%
209,962
+9,379
2305
$2.88M ﹤0.01%
59,226
+4,484
2306
$2.88M ﹤0.01%
125,000
-1,844,147
2307
$2.87M ﹤0.01%
88,586
+2,704
2308
$2.87M ﹤0.01%
103,902
+52,042
2309
$2.86M ﹤0.01%
31,316
-3,540
2310
$2.86M ﹤0.01%
55,213
+4,991
2311
$2.86M ﹤0.01%
101,497
+31,281
2312
$2.85M ﹤0.01%
45,122
-1,250
2313
$2.85M ﹤0.01%
174,135
-170,856
2314
$2.84M ﹤0.01%
53,920
+4,808
2315
$2.84M ﹤0.01%
106,514
+460
2316
$2.83M ﹤0.01%
43,107
+8,757
2317
$2.83M ﹤0.01%
79,338
+31,728
2318
$2.83M ﹤0.01%
91,480
-8,030
2319
$2.82M ﹤0.01%
106,415
+35,767
2320
$2.82M ﹤0.01%
53,080
+5,169
2321
$2.82M ﹤0.01%
284,630
+18,517
2322
$2.82M ﹤0.01%
66,274
-301,552
2323
$2.81M ﹤0.01%
223,889
-8,311
2324
$2.81M ﹤0.01%
104,382
-21
2325
$2.8M ﹤0.01%
82,935
-105,263