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
1051
$22.3M 0.01%
888,365
-36,600
1052
$22.3M 0.01%
1,120,874
-475,243
1053
$22.2M 0.01%
152,180
+11,219
1054
$22.1M 0.01%
1,140,975
+74,156
1055
$22.1M 0.01%
3,791,128
-1,724
1056
$22.1M 0.01%
760,790
+8,230
1057
$22.1M 0.01%
999,249
-65,472
1058
$21.9M 0.01%
182,325
+19,569
1059
$21.9M 0.01%
93,064
+44,465
1060
$21.9M 0.01%
244,037
-55,516
1061
$21.8M 0.01%
200,468
+39,340
1062
$21.8M 0.01%
629,915
-239,527
1063
$21.8M 0.01%
386,998
-6,254
1064
$21.7M 0.01%
752,475
+237,921
1065
$21.6M 0.01%
292,213
+45,784
1066
$21.6M 0.01%
276,249
+82,833
1067
$21.6M 0.01%
1,158,782
+377,874
1068
$21.6M 0.01%
256,428
+28,552
1069
$21.6M 0.01%
235,280
+5,351
1070
$21.4M 0.01%
2,113,248
+1,110,880
1071
$21.4M 0.01%
611,792
+91,646
1072
$21.4M 0.01%
434,581
+154,622
1073
$21.3M 0.01%
480,643
-67,606
1074
$21.3M 0.01%
423,055
+35,280
1075
$21.2M 0.01%
1,556,680
-81,120