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
351
$152M 0.06%
1,201,241
-122,239
352
$149M 0.06%
1,802,429
-101,273
353
$148M 0.06%
3,284,129
+877,859
354
$148M 0.06%
3,282,242
+768,028
355
$147M 0.06%
1,275,831
+257,341
356
$147M 0.06%
4,444,270
-203,139
357
$147M 0.06%
2,066,740
+926,926
358
$146M 0.06%
2,517,434
+82,239
359
$144M 0.06%
4,459,008
+2,698,908
360
$142M 0.06%
5,133,125
+698,035
361
$141M 0.05%
5,332,153
+171,975
362
$140M 0.05%
1,451,973
+262,877
363
$139M 0.05%
1,206,051
+42,156
364
$139M 0.05%
2,098,114
+336,247
365
$139M 0.05%
3,092,709
-157,387
366
$139M 0.05%
24,059,769
+9,002,855
367
$138M 0.05%
2,974,009
+646,836
368
$138M 0.05%
2,675,364
-97,092
369
$137M 0.05%
1,919,374
-524,980
370
$137M 0.05%
2,202,911
+1,062,937
371
$136M 0.05%
3,023,980
+692,338
372
$136M 0.05%
2,830,467
+58,335
373
$136M 0.05%
1,083,487
+107,063
374
$135M 0.05%
2,643,029
+198,906
375
$134M 0.05%
912,176
+56,794