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
76
$752M 0.29%
17,925,680
+1,117,820
77
$739M 0.29%
4,600,413
+806,441
78
$736M 0.28%
5,814,876
+472,171
79
$721M 0.28%
9,367,735
+752,058
80
$714M 0.28%
8,401,316
-1,375,936
81
$702M 0.27%
17,276,656
+1,573,988
82
$702M 0.27%
13,420,408
+4,341,288
83
$696M 0.27%
6,751,003
+647,106
84
$683M 0.26%
7,177,212
-48,950
85
$679M 0.26%
6,810,569
+1,128,897
86
$673M 0.26%
8,932,861
+499,719
87
$658M 0.25%
7,128,792
+654,658
88
$654M 0.25%
5,142,366
+902,686
89
$654M 0.25%
5,668,245
+1,341,119
90
$649M 0.25%
5,204,612
+1,290,081
91
$646M 0.25%
2,478,552
+77,128
92
$644M 0.25%
15,504,672
+1,744,736
93
$638M 0.25%
36,991,903
+5,358,708
94
$637M 0.25%
10,240,070
+3,434,520
95
$631M 0.24%
9,374,591
-1,980,096
96
$621M 0.24%
23,585,696
+2,675,491
97
$614M 0.24%
6,997,959
+110,351
98
$612M 0.24%
10,483,238
-337,130
99
$611M 0.24%
30,588,064
-1,817,965
100
$602M 0.23%
15,369,034
+1,139,154
2 3
4
5 6