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
2326
$2.79M ﹤0.01%
113,616
+26,285
2327
$2.79M ﹤0.01%
180,008
+46,977
2328
$2.79M ﹤0.01%
171,741
+31,327
2329
$2.78M ﹤0.01%
47,342
+14,934
2330
$2.78M ﹤0.01%
89,840
-5,618
2331
$2.77M ﹤0.01%
101,620
+60,898
2332
$2.77M ﹤0.01%
70,227
-8,108
2333
$2.76M ﹤0.01%
228,820
+192,303
2334
$2.75M ﹤0.01%
68,017
+16,947
2335
$2.75M ﹤0.01%
70,763
-4,654
2336
$2.75M ﹤0.01%
65,804
+11,535
2337
$2.74M ﹤0.01%
96,477
+31,120
2338
$2.74M ﹤0.01%
39,232
+16,899
2339
$2.73M ﹤0.01%
247,205
+25,108
2340
$2.73M ﹤0.01%
128,190
+4,903
2341
$2.72M ﹤0.01%
58,713
+25,342
2342
$2.72M ﹤0.01%
59,363
-1,629
2343
$2.72M ﹤0.01%
203,301
+43,676
2344
$2.72M ﹤0.01%
96,768
+34,101
2345
$2.72M ﹤0.01%
130,168
+33,991
2346
$2.71M ﹤0.01%
319,305
+103
2347
$2.71M ﹤0.01%
80,841
+21,059
2348
$2.69M ﹤0.01%
243,602
+171,409
2349
$2.69M ﹤0.01%
36,842
-34,444
2350
$2.68M ﹤0.01%
124,971
-20,191