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
826
$34.3M 0.01%
1,095,736
-301,975
827
$34.2M 0.01%
1,214,478
+63,660
828
$34M 0.01%
829,257
-1,110,705
829
$33.9M 0.01%
828,481
+166,194
830
$33.9M 0.01%
1,419,619
+1,124,261
831
$33.8M 0.01%
1,947,177
+257,802
832
$33.6M 0.01%
982,978
+167,818
833
$33.6M 0.01%
1,465,125
+361,867
834
$33.4M 0.01%
2,427,412
+385,943
835
$33.3M 0.01%
1,538,486
+172,748
836
$33.2M 0.01%
1,541,252
+216,928
837
$33.2M 0.01%
955,657
-234,973
838
$33.1M 0.01%
878,057
+32,657
839
$33.1M 0.01%
628,102
+242,571
840
$33.1M 0.01%
1,582,225
+129,195
841
$33.1M 0.01%
804,407
+105,412
842
$33M 0.01%
2,078,370
+43,284
843
$32.9M 0.01%
1,394,768
+304,227
844
$32.8M 0.01%
1,016,940
-402
845
$32.7M 0.01%
177,095
-52,382
846
$32.7M 0.01%
483,048
-2,072,282
847
$32.7M 0.01%
1,459,659
+329,247
848
$32.6M 0.01%
312,380
-45,404
849
$32.5M 0.01%
2,883,156
+799,192
850
$32.4M 0.01%
347,216
+309,009