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
1126
$19.1M 0.01%
430,221
+34,846
1127
$19M 0.01%
503,244
+32,300
1128
$19M 0.01%
1,023,131
-570,316
1129
$19M 0.01%
668,286
-58,687
1130
$18.9M 0.01%
466,716
+49,601
1131
$18.9M 0.01%
1,951,877
-684,442
1132
$18.9M 0.01%
1,291,890
+162,515
1133
$18.9M 0.01%
628,874
-39,994
1134
$18.9M 0.01%
424,894
+107,616
1135
$18.8M 0.01%
2,256,098
+348,110
1136
$18.7M 0.01%
570,486
+35,102
1137
$18.7M 0.01%
43,065
+2,640
1138
$18.7M 0.01%
267,381
-44,936
1139
$18.6M 0.01%
780,079
-84,662
1140
$18.5M 0.01%
480,493
+160,414
1141
$18.5M 0.01%
782,082
+178,491
1142
$18.5M 0.01%
472,327
-26,048
1143
$18.4M 0.01%
641,053
-4,327
1144
$18.4M 0.01%
4,324,571
+3,152,362
1145
$18.4M 0.01%
1,440,930
+626,602
1146
$18.3M 0.01%
1,359,395
+290,082
1147
$18.3M 0.01%
299,411
-66,209
1148
$18.2M 0.01%
398,160
-741,060
1149
$18.2M 0.01%
+1,670,105
1150
$18.1M 0.01%
291,964
+23,938