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
1101
$20.1M 0.01%
1,621,435
+513,355
1102
$20.1M 0.01%
454,947
-188,508
1103
$20.1M 0.01%
589,280
+508
1104
$20.1M 0.01%
751,982
+173,113
1105
$20.1M 0.01%
524,300
+108,293
1106
$20M 0.01%
254,327
-1,091,105
1107
$19.9M 0.01%
694,834
-15,287
1108
$19.8M 0.01%
415,583
+86,284
1109
$19.8M 0.01%
374,819
+45,729
1110
$19.8M 0.01%
350,764
+34,340
1111
$19.8M 0.01%
440,468
+6,936
1112
$19.7M 0.01%
325,458
+82,891
1113
$19.6M 0.01%
1,846,606
+876,346
1114
$19.6M 0.01%
345,441
+221,268
1115
$19.5M 0.01%
315,826
-17,547
1116
$19.5M 0.01%
1,097,358
-40,030
1117
$19.5M 0.01%
2,366,371
+474,341
1118
$19.4M 0.01%
415,159
-844,404
1119
$19.3M 0.01%
559,274
+251,862
1120
$19.3M 0.01%
419,787
-20,624
1121
$19.3M 0.01%
313,232
+160,611
1122
$19.2M 0.01%
845,877
+216,163
1123
$19.2M 0.01%
597,401
+9,315
1124
$19.1M 0.01%
1,385,950
+96,985
1125
$19.1M 0.01%
555,474
+61,868