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
1201
$16.5M 0.01%
529,947
-102,673
1202
$16.5M 0.01%
258,404
+6,898
1203
$16.5M 0.01%
285,140
-51,548
1204
$16.5M 0.01%
615,042
+432,463
1205
$16.5M 0.01%
139,885
+71,052
1206
$16.5M 0.01%
371,256
+218,309
1207
$16.4M 0.01%
434,844
+56,384
1208
$16.3M 0.01%
617,198
+83,423
1209
$16.3M 0.01%
327,257
+178,687
1210
$16.3M 0.01%
1,292,943
-99,044
1211
$16.3M 0.01%
443,386
-245,638
1212
$16.3M 0.01%
368,399
-10,088
1213
$16.3M 0.01%
731,377
-1,420,728
1214
$16.2M 0.01%
618,897
+52,156
1215
$16.2M 0.01%
1,777,950
+260,139
1216
$16.2M 0.01%
313,938
+13,626
1217
$16.2M 0.01%
1,015,584
+380,653
1218
$16.1M 0.01%
216,707
-5,892
1219
$16.1M 0.01%
1,436,680
+1,094,305
1220
$16.1M 0.01%
63,633
-24,916
1221
$16.1M 0.01%
1,101,140
-89,670
1222
$16.1M 0.01%
194,370
+110,910
1223
$16.1M 0.01%
379,477
+40,613
1224
$16M 0.01%
968,025
+73,344
1225
$16M 0.01%
310,096
+104,571