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
651
$52M 0.02%
631,179
+26,925
652
$51.6M 0.02%
3,482,400
+133,050
653
$51.6M 0.02%
1,896,789
+635,703
654
$51.5M 0.02%
2,883,198
+876,776
655
$51.4M 0.02%
1,085,229
-200,913
656
$51.3M 0.02%
1,249,075
+544,365
657
$51.3M 0.02%
578,320
-231,028
658
$50.7M 0.02%
1,137,059
-237,546
659
$50.4M 0.02%
2,605,747
+1,548,799
660
$50.4M 0.02%
2,927,815
-137,555
661
$50.2M 0.02%
1,147,229
+11,397
662
$50.1M 0.02%
+2,000,000
663
$50M 0.02%
2,644,798
+781,675
664
$50M 0.02%
639,772
-17,734
665
$49.9M 0.02%
734,376
-26,641
666
$49.4M 0.02%
649,291
-40,628
667
$49.4M 0.02%
737,227
+11,570
668
$49.3M 0.02%
1,237,754
+181,872
669
$49.1M 0.02%
377,146
-141,550
670
$49.1M 0.02%
440,700
-24,969
671
$49M 0.02%
1,107,214
-95,931
672
$48.9M 0.02%
1,316,396
+435,906
673
$48.7M 0.02%
1,045,442
+344,883
674
$48.6M 0.02%
2,476,843
+906,834
675
$48.4M 0.02%
669,654
+44,347