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
1026
$23.3M 0.01%
1,698,171
-2,980
1027
$23.3M 0.01%
493,518
-26,750
1028
$23.1M 0.01%
1,736,885
+336,597
1029
$23M 0.01%
446,484
+138,842
1030
$22.9M 0.01%
571,828
+109,241
1031
$22.8M 0.01%
929,675
+21,568
1032
$22.8M 0.01%
416,165
+19,277
1033
$22.8M 0.01%
1,443,550
+1,276,639
1034
$22.8M 0.01%
1,072,093
-22,764
1035
$22.8M 0.01%
699,724
-151,255
1036
$22.7M 0.01%
864,785
-150,749
1037
$22.7M 0.01%
707,148
+260,171
1038
$22.7M 0.01%
250,037
-217,161
1039
$22.7M 0.01%
3,015,772
+868,512
1040
$22.7M 0.01%
663,861
-1,418,860
1041
$22.7M 0.01%
663,162
+123,595
1042
$22.5M 0.01%
681,903
+324,514
1043
$22.5M 0.01%
990,017
+149,485
1044
$22.5M 0.01%
1,759,311
+140,104
1045
$22.4M 0.01%
717,890
+82,059
1046
$22.4M 0.01%
+619,006
1047
$22.4M 0.01%
711,025
+130,735
1048
$22.3M 0.01%
155,839
+69,416
1049
$22.3M 0.01%
366,385
+48,500
1050
$22.3M 0.01%
242,264
-18,549