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
2401
$2.48M ﹤0.01%
200,091
+108,983
2402
$2.48M ﹤0.01%
73,226
+4,481
2403
$2.48M ﹤0.01%
137,104
+23,527
2404
$2.45M ﹤0.01%
55,244
-27,866
2405
$2.44M ﹤0.01%
93,343
+69,274
2406
$2.44M ﹤0.01%
77,465
+17,073
2407
$2.43M ﹤0.01%
29,046
+11,239
2408
$2.43M ﹤0.01%
90,832
+26,798
2409
$2.43M ﹤0.01%
143,276
+132,848
2410
$2.43M ﹤0.01%
138,354
+75,129
2411
$2.43M ﹤0.01%
159,966
-2,546
2412
$2.42M ﹤0.01%
95,516
-34,324
2413
$2.42M ﹤0.01%
132,065
-220,461
2414
$2.42M ﹤0.01%
71,428
+4,468
2415
$2.42M ﹤0.01%
70,763
+20,990
2416
$2.42M ﹤0.01%
195,056
-13,963
2417
$2.42M ﹤0.01%
64,322
+53,669
2418
$2.41M ﹤0.01%
46,802
-111,412
2419
$2.41M ﹤0.01%
466,208
+114,399
2420
$2.4M ﹤0.01%
81,504
-113,542
2421
$2.38M ﹤0.01%
+97,446
2422
$2.37M ﹤0.01%
218,266
+22,335
2423
$2.37M ﹤0.01%
54,274
+21,878
2424
$2.37M ﹤0.01%
284,772
+65,654
2425
$2.37M ﹤0.01%
66,678
+18,050