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
751
$40.5M 0.02%
834,267
+303,765
752
$40.4M 0.02%
1,295,415
-59,566
753
$40.3M 0.02%
1,103,783
+114,060
754
$40.1M 0.02%
1,542,538
+388,572
755
$39.8M 0.02%
381,289
-64,477
756
$39.8M 0.02%
816,460
-162,514
757
$39.8M 0.02%
766,728
-1,344
758
$39.7M 0.02%
599,520
+4,382
759
$39.1M 0.02%
687,305
+65,903
760
$39M 0.02%
1,141,706
+173,294
761
$38.9M 0.02%
672,795
+115,337
762
$38.8M 0.02%
543,196
-76,428
763
$38.7M 0.02%
525,467
+238,666
764
$38.7M 0.02%
982,650
-59,510
765
$38.6M 0.01%
1,715,309
+321,787
766
$38.6M 0.01%
807,381
+36,885
767
$38.5M 0.01%
862,879
-72,882
768
$38.5M 0.01%
1,616,487
+155,591
769
$38.4M 0.01%
329,395
+10,101
770
$38.4M 0.01%
628,666
-205,471
771
$38.4M 0.01%
452,223
-34,017
772
$38.2M 0.01%
1,732,096
-181,022
773
$38.2M 0.01%
613,816
+64,362
774
$38.1M 0.01%
581,852
+260,930
775
$38.1M 0.01%
1,838,304
+357,486