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
451
$97.4M 0.04%
4,811,417
-1,309,452
452
$96.5M 0.04%
956,966
+122,180
453
$96.4M 0.04%
2,067,430
+36,908
454
$96.1M 0.04%
1,326,576
+230,327
455
$95.7M 0.04%
1,726,838
+364,357
456
$95.4M 0.04%
1,840,509
-121,829
457
$95.1M 0.04%
3,852,779
+758,906
458
$94.7M 0.04%
1,721,253
-86,774
459
$94.5M 0.04%
3,518,479
+684,291
460
$94.4M 0.04%
866,203
+81,384
461
$93.7M 0.04%
1,352,547
+531,637
462
$93.1M 0.04%
871,506
+79,101
463
$93M 0.04%
1,539,038
+460,357
464
$92.9M 0.04%
884,482
+25,928
465
$92.9M 0.04%
799,817
+135,870
466
$92.6M 0.04%
2,451,305
+910,705
467
$92.2M 0.04%
13,097,433
+2,866,601
468
$91.8M 0.04%
1,568,032
+407,615
469
$91.7M 0.04%
1,752,965
+321,229
470
$91.3M 0.04%
3,118,100
+2,495,352
471
$90M 0.03%
2,291,188
+124,112
472
$89.7M 0.03%
3,316,180
+724,740
473
$88.9M 0.03%
3,725,469
+957,326
474
$88.9M 0.03%
1,636,893
+140,043
475
$88.8M 0.03%
3,928,726
+496,136