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
901
$28.2M 0.01%
660,513
+646,653
902
$28.2M 0.01%
409,710
+190,160
903
$28M 0.01%
339,840
+16,367
904
$28M 0.01%
948,852
-429,744
905
$27.9M 0.01%
3,333,650
+1,002,620
906
$27.9M 0.01%
419,757
-8,897
907
$27.9M 0.01%
345,202
+105,614
908
$27.8M 0.01%
573,456
+50,389
909
$27.8M 0.01%
1,124,172
+98,188
910
$27.7M 0.01%
584,365
+22,504
911
$27.7M 0.01%
49,794
+20,924
912
$27.7M 0.01%
1,092,469
-146,052
913
$27.7M 0.01%
1,281,166
+230,381
914
$27.6M 0.01%
430,644
-30,070
915
$27.6M 0.01%
2,358,660
+402,724
916
$27.6M 0.01%
328,973
+5,345
917
$27.5M 0.01%
603,246
+119,917
918
$27.5M 0.01%
5,490,598
+1,308,966
919
$27.5M 0.01%
1,108,870
-53,805
920
$27.4M 0.01%
1,110,446
+199,632
921
$27.4M 0.01%
573,977
+143,605
922
$27.4M 0.01%
289,477
-198,776
923
$27.4M 0.01%
485,487
+42,482
924
$27.4M 0.01%
573,391
+166,557
925
$27.3M 0.01%
517,111
-34,354