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
2451
$2.3M ﹤0.01%
101,084
+12,008
2452
$2.28M ﹤0.01%
230,478
+64,757
2453
$2.28M ﹤0.01%
72,867
-4,012
2454
$2.27M ﹤0.01%
82,985
-4,896
2455
$2.27M ﹤0.01%
89,498
-2,801
2456
$2.27M ﹤0.01%
113,660
-223,373
2457
$2.27M ﹤0.01%
172,858
+19,777
2458
$2.27M ﹤0.01%
55,322
-4,702
2459
$2.26M ﹤0.01%
46,736
+1,318
2460
$2.26M ﹤0.01%
59,059
-9,989
2461
$2.26M ﹤0.01%
60,477
+33,707
2462
$2.26M ﹤0.01%
161,649
+139,715
2463
$2.25M ﹤0.01%
43,263
-2,105
2464
$2.25M ﹤0.01%
39,701
+4,470
2465
$2.25M ﹤0.01%
99,083
+25,389
2466
$2.25M ﹤0.01%
23,852
-22,537
2467
$2.25M ﹤0.01%
86,233
-44,069
2468
$2.25M ﹤0.01%
215,965
-1,369
2469
$2.24M ﹤0.01%
212,322
+173,078
2470
$2.23M ﹤0.01%
46,289
-8,702
2471
$2.23M ﹤0.01%
47,596
+30,035
2472
$2.23M ﹤0.01%
45,069
-25,533
2473
$2.23M ﹤0.01%
6,461
-1,496
2474
$2.23M ﹤0.01%
85,728
+14,620
2475
$2.22M ﹤0.01%
144,525
+48,352