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
1151
$18.1M 0.01%
359,155
+241,606
1152
$18.1M 0.01%
422,658
-36,641
1153
$18M 0.01%
967,822
+96,824
1154
$18M 0.01%
573,781
-4,191
1155
$18M 0.01%
142,517
-9,431
1156
$17.9M 0.01%
1,303,763
+457,690
1157
$17.9M 0.01%
442,330
+342,014
1158
$17.9M 0.01%
319,792
-54,189
1159
$17.9M 0.01%
441,969
-21,910
1160
$17.8M 0.01%
504,625
+14,008
1161
$17.8M 0.01%
1,637,614
+552,830
1162
$17.7M 0.01%
462,964
+133,756
1163
$17.6M 0.01%
348,536
+18,921
1164
$17.6M 0.01%
284,057
+65,160
1165
$17.6M 0.01%
122,571
+40,066
1166
$17.6M 0.01%
365,018
-96,132
1167
$17.6M 0.01%
344,627
-10,038
1168
$17.5M 0.01%
1,221,552
+349,176
1169
$17.4M 0.01%
15,082
+1,553
1170
$17.4M 0.01%
211,846
+45,972
1171
$17.3M 0.01%
309,625
+53,108
1172
$17.3M 0.01%
359,596
+2,345
1173
$17.2M 0.01%
475,873
+203,771
1174
$17.2M 0.01%
167,867
-33,673
1175
$17.2M 0.01%
609,768
+130,780