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
576
$64M 0.02%
708,028
+7,360
577
$63.8M 0.02%
1,055,652
+73,338
578
$63.7M 0.02%
1,699,473
+1,088,735
579
$63.1M 0.02%
1,672,558
+120,387
580
$63M 0.02%
3,442,150
+41,760
581
$62.9M 0.02%
427,911
+12,467
582
$62.3M 0.02%
1,068,199
-124,545
583
$61.7M 0.02%
656,334
+109,228
584
$61.7M 0.02%
522,404
-79,421
585
$61.7M 0.02%
427,121
+201,247
586
$61.6M 0.02%
575,889
-24,851
587
$61.5M 0.02%
1,311,429
+37,602
588
$61.4M 0.02%
2,551
+1,068
589
$61M 0.02%
10,715,585
+5,781,172
590
$60.8M 0.02%
1,066,167
+232,819
591
$60.6M 0.02%
1,916,663
+105,183
592
$60.5M 0.02%
3,200,936
+981,220
593
$60.5M 0.02%
972,505
+213,454
594
$60.4M 0.02%
1,362,600
+415,352
595
$59.5M 0.02%
581,473
+48,215
596
$59.4M 0.02%
1,297,466
+539,064
597
$59.4M 0.02%
3,212,348
-484,332
598
$59.2M 0.02%
17,663,770
+6,594,755
599
$59.1M 0.02%
1,439,553
-644,135
600
$59.1M 0.02%
795,537
-39,731