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
2376
$2.56M ﹤0.01%
80,406
-121,634
2377
$2.55M ﹤0.01%
31,612
-69,057
2378
$2.55M ﹤0.01%
234,784
+10,210
2379
$2.55M ﹤0.01%
87,068
+30,370
2380
$2.54M ﹤0.01%
53,320
+26,486
2381
$2.54M ﹤0.01%
70,932
-129,779
2382
$2.54M ﹤0.01%
75,053
+3,272
2383
$2.53M ﹤0.01%
54,946
+31,272
2384
$2.53M ﹤0.01%
100,821
+56,752
2385
$2.53M ﹤0.01%
122,562
+45,257
2386
$2.52M ﹤0.01%
49,066
-2,093
2387
$2.52M ﹤0.01%
188,016
+177,813
2388
$2.52M ﹤0.01%
58,572
-493,375
2389
$2.51M ﹤0.01%
290,844
+63,665
2390
$2.51M ﹤0.01%
32,086
+428
2391
$2.5M ﹤0.01%
27,877
-191,282
2392
$2.5M ﹤0.01%
146,510
+12,655
2393
$2.5M ﹤0.01%
108,370
-21,932
2394
$2.5M ﹤0.01%
77,318
-32,352
2395
$2.5M ﹤0.01%
200,397
+44,463
2396
$2.5M ﹤0.01%
655,419
+11,900
2397
$2.49M ﹤0.01%
75,285
-2,962
2398
$2.48M ﹤0.01%
104,346
+22,915
2399
$2.48M ﹤0.01%
39,865
+28,850
2400
$2.48M ﹤0.01%
46,271
+10,005