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
326
$170M 0.07%
5,831,886
+1,286,514
327
$170M 0.07%
1,497,557
-59,530
328
$170M 0.07%
2,935,386
+468,834
329
$169M 0.07%
1,948,024
+119,783
330
$168M 0.07%
2,395,412
+5,411
331
$166M 0.06%
4,982,931
-1,043,181
332
$166M 0.06%
19,273,666
+620,662
333
$165M 0.06%
2,992,752
+103,464
334
$165M 0.06%
2,871,926
-283,791
335
$165M 0.06%
7,127,350
-10,260,362
336
$164M 0.06%
1,781,902
+247,786
337
$162M 0.06%
2,436,241
+559,643
338
$161M 0.06%
15,074
-2,109
339
$161M 0.06%
7,995,983
+373,178
340
$161M 0.06%
1,277,003
-24,151
341
$160M 0.06%
3,595,514
+505,291
342
$160M 0.06%
5,481,439
+760,679
343
$158M 0.06%
3,614,570
+211,148
344
$157M 0.06%
2,113,958
-1,554,792
345
$156M 0.06%
1,414,354
+43,758
346
$155M 0.06%
5,115,010
+1,174,149
347
$155M 0.06%
1,862,666
+102,867
348
$154M 0.06%
3,084,642
+417,767
349
$152M 0.06%
739,851
+121,944
350
$152M 0.06%
7,098,298
+2,821,090