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
876
$29.8M 0.01%
886,268
+83,561
877
$29.8M 0.01%
1,951,206
-518,612
878
$29.7M 0.01%
436,525
+155,048
879
$29.7M 0.01%
60,286
+8,250
880
$29.7M 0.01%
920,682
-345,456
881
$29.6M 0.01%
619,415
+1,347
882
$29.5M 0.01%
1,042,874
+92,082
883
$29.5M 0.01%
889,689
+202,098
884
$29.4M 0.01%
6,904,090
+2,557,707
885
$29.2M 0.01%
438,827
-44,835
886
$29.1M 0.01%
448,623
+9,566
887
$29.1M 0.01%
743,607
-17,537
888
$29.1M 0.01%
267,365
-1,314,066
889
$29M 0.01%
1,239,740
-209,873
890
$28.9M 0.01%
827,203
+680,553
891
$28.9M 0.01%
414,037
+328,347
892
$28.7M 0.01%
2,379,313
+130,525
893
$28.7M 0.01%
330,127
-5,192
894
$28.7M 0.01%
859,818
+56,906
895
$28.6M 0.01%
572,334
-1,391,191
896
$28.6M 0.01%
824,684
+166,661
897
$28.5M 0.01%
816,349
+44,030
898
$28.5M 0.01%
273,101
-62,510
899
$28.4M 0.01%
936,197
+39,147
900
$28.3M 0.01%
2,027,172
+1,243,338