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
976
$25.5M 0.01%
464,071
+31,157
977
$25.4M 0.01%
2,072,268
+16,062
978
$25.3M 0.01%
331,293
+36,347
979
$25.3M 0.01%
750,747
-929,288
980
$25.3M 0.01%
1,001,673
-93,598
981
$25.2M 0.01%
208,638
+22,530
982
$25.2M 0.01%
259,186
+46,154
983
$25.1M 0.01%
459,392
+9,761
984
$25M 0.01%
434,228
+262,743
985
$24.9M 0.01%
495,499
+29,788
986
$24.9M 0.01%
329,425
+14,676
987
$24.9M 0.01%
648,974
+190,138
988
$24.9M 0.01%
1,066,728
-234,918
989
$24.9M 0.01%
833,258
+18,706
990
$24.8M 0.01%
1,319,390
+950,900
991
$24.8M 0.01%
695,973
+8,960
992
$24.7M 0.01%
450,974
+197,962
993
$24.7M 0.01%
348,061
+177,271
994
$24.7M 0.01%
689,572
+84,180
995
$24.6M 0.01%
386,170
-4,749
996
$24.6M 0.01%
232,729
-61,676
997
$24.5M 0.01%
314,357
+40,249
998
$24.4M 0.01%
1,385,166
-2,646,301
999
$24.4M 0.01%
468,484
+83,545
1000
$24.3M 0.01%
1,296,918
+363,486