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
676
$48.2M 0.02%
3,759,788
+29,393
677
$48.1M 0.02%
1,491,896
+80,933
678
$48M 0.02%
770,700
+489,686
679
$47.8M 0.02%
1,225,506
-217,579
680
$47.7M 0.02%
1,831,765
-88,123
681
$47.6M 0.02%
17,905
+3,796
682
$47.6M 0.02%
3,319,908
+34,111
683
$47.4M 0.02%
3,514,720
+989,710
684
$47.3M 0.02%
2,015,222
-514,589
685
$47.3M 0.02%
1,274,189
+77,102
686
$47.2M 0.02%
3,492,497
+407,830
687
$47.1M 0.02%
1,072,555
+124,354
688
$47.1M 0.02%
32,069
+4,531
689
$47.1M 0.02%
1,727,163
-53,279
690
$47M 0.02%
4,923,053
-1,699,451
691
$46.9M 0.02%
1,738,407
+298,223
692
$46.7M 0.02%
1,306,618
-79,129
693
$46.6M 0.02%
3,912,996
-3,860,513
694
$46.5M 0.02%
4,466,586
+786,763
695
$46.4M 0.02%
1,372,065
+574,377
696
$46.3M 0.02%
417,215
+127,893
697
$46M 0.02%
645,759
-416,423
698
$45.6M 0.02%
1,080,183
-221,842
699
$45.5M 0.02%
2,040,409
+707,133
700
$45.3M 0.02%
860,252
+296,701