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
951
$26.6M 0.01%
1,292,585
+94,890
952
$26.5M 0.01%
626,114
+471,847
953
$26.4M 0.01%
529,246
+181,346
954
$26.4M 0.01%
245,189
+13,155
955
$26.3M 0.01%
578,195
-191,727
956
$26.3M 0.01%
90,115
+22,618
957
$26.3M 0.01%
1,150,435
+103,703
958
$26.2M 0.01%
366,027
+30,476
959
$26.2M 0.01%
57,164
+14,911
960
$26.1M 0.01%
452,671
+2,627
961
$26.1M 0.01%
419,596
+471
962
$26.1M 0.01%
376,455
+322,027
963
$26M 0.01%
998,291
+644,049
964
$26M 0.01%
665,421
+158,226
965
$25.9M 0.01%
3,484,442
+603,103
966
$25.9M 0.01%
1,812,961
-90,032
967
$25.9M 0.01%
3,854,288
+1,214,248
968
$25.9M 0.01%
541,645
-6,134
969
$25.8M 0.01%
544,611
-106,445
970
$25.7M 0.01%
963,885
+102,834
971
$25.7M 0.01%
347,928
+110,494
972
$25.7M 0.01%
427,553
-105,067
973
$25.6M 0.01%
972,601
-118,234
974
$25.6M 0.01%
878,774
+99,677
975
$25.6M 0.01%
172,116
+9,933