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
801
$35.9M 0.01%
483,299
-32,876
802
$35.8M 0.01%
298,741
-14,344
803
$35.8M 0.01%
691,852
+43,094
804
$35.8M 0.01%
2,106,438
-215,136
805
$35.8M 0.01%
391,133
+51,288
806
$35.7M 0.01%
407,725
+161,405
807
$35.7M 0.01%
776,605
+152,148
808
$35.6M 0.01%
791,343
+144,084
809
$35.6M 0.01%
1,028,249
+258,816
810
$35.4M 0.01%
443,103
+105,983
811
$35.3M 0.01%
3,399,534
+680,762
812
$35.2M 0.01%
457,318
-26,102
813
$35.1M 0.01%
1,577,543
+44,627
814
$35.1M 0.01%
1,374,347
+250,827
815
$35M 0.01%
2,281,914
+282,559
816
$34.9M 0.01%
778,231
+8,242
817
$34.9M 0.01%
1,324,599
-431,412
818
$34.9M 0.01%
386,968
+76,702
819
$34.8M 0.01%
639,747
+395,187
820
$34.7M 0.01%
1,442,088
+73,106
821
$34.7M 0.01%
2,304,440
-488,658
822
$34.6M 0.01%
529,854
+87,485
823
$34.5M 0.01%
1,680,309
+18,888
824
$34.3M 0.01%
1,113,920
+215,818
825
$34.3M 0.01%
676,481
-83,066