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
776
$38M 0.01%
451,537
+131,403
777
$37.9M 0.01%
432,823
+166,501
778
$37.8M 0.01%
832,722
+520,085
779
$37.7M 0.01%
295,385
+59,726
780
$37.6M 0.01%
734,283
+115,827
781
$37.3M 0.01%
1,656,044
+1,649,241
782
$37.3M 0.01%
3,015,976
+1,033,056
783
$37.3M 0.01%
1,014,845
+36,602
784
$37.2M 0.01%
805,790
-129,654
785
$37.2M 0.01%
617,042
+218,399
786
$37.1M 0.01%
1,731,325
+251,234
787
$37M 0.01%
4,018,386
+1,969,855
788
$36.9M 0.01%
442,855
-165,772
789
$36.8M 0.01%
1,671,327
+581,934
790
$36.7M 0.01%
213,956
-424,419
791
$36.5M 0.01%
234,983
+8,595
792
$36.5M 0.01%
999,691
+536,112
793
$36.3M 0.01%
2,588,669
+732,110
794
$36.3M 0.01%
346,360
+77,032
795
$36.3M 0.01%
1,134,820
-94,174
796
$36.2M 0.01%
1,102,375
-157,401
797
$36.1M 0.01%
1,116,110
+328,483
798
$36.1M 0.01%
4,265,120
+855,715
799
$36M 0.01%
627,613
+280,682
800
$36M 0.01%
601,350
-36,008