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
1251
$15.1M 0.01%
+852,255
1252
$15.1M 0.01%
677,412
+24,830
1253
$15.1M 0.01%
97,665
+1,492
1254
$15M 0.01%
1,204,672
+1,049,070
1255
$15M 0.01%
721,936
+123,971
1256
$15M 0.01%
528,520
+175,648
1257
$15M 0.01%
851,145
+135,186
1258
$15M 0.01%
339,724
+216,874
1259
$14.9M 0.01%
386,951
+67,673
1260
$14.9M 0.01%
545,971
+473,993
1261
$14.8M 0.01%
248,907
+57,056
1262
$14.8M 0.01%
287,803
-46,877
1263
$14.7M 0.01%
190,015
+110,553
1264
$14.7M 0.01%
794,267
+230,707
1265
$14.7M 0.01%
17,092,441
+16,852,891
1266
$14.6M 0.01%
1,709,927
+341,027
1267
$14.6M 0.01%
154,279
+31,564
1268
$14.5M 0.01%
682,914
+119,077
1269
$14.5M 0.01%
592,002
+40,663
1270
$14.5M 0.01%
115,779
+82,801
1271
$14.5M 0.01%
330,342
+22,348
1272
$14.5M 0.01%
198,126
-1,619
1273
$14.5M 0.01%
840,543
+51,026
1274
$14.4M 0.01%
330,224
-1,278
1275
$14.4M 0.01%
315,650
-8,010