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
1276
$14.3M 0.01%
595,336
+16,712
1277
$14.3M 0.01%
285,872
+19,083
1278
$14.3M 0.01%
188,876
+23,148
1279
$14.3M 0.01%
411,113
+186,739
1280
$14.2M 0.01%
625,059
+127,695
1281
$14.2M 0.01%
1,151,950
+1,129,870
1282
$14.2M 0.01%
107,684
+5,289
1283
$14.2M 0.01%
395,047
+208,670
1284
$14.2M 0.01%
371,481
+342,878
1285
$14.1M 0.01%
391,030
+5,999
1286
$14.1M 0.01%
817,528
+285,497
1287
$14M 0.01%
1,175,948
+1,174,797
1288
$14M 0.01%
753,975
-110,501
1289
$14M 0.01%
509,754
+219,746
1290
$13.9M 0.01%
418,649
+12,646
1291
$13.9M 0.01%
265,981
+27,263
1292
$13.9M 0.01%
571,531
+246,771
1293
$13.8M 0.01%
189,524
-38,952
1294
$13.8M 0.01%
92,063
-1,379
1295
$13.8M 0.01%
286,039
-233,994
1296
$13.7M 0.01%
65,365
-5,978
1297
$13.7M 0.01%
205,512
-65,632
1298
$13.7M 0.01%
170,978
+77,443
1299
$13.6M 0.01%
554,188
+39,259
1300
$13.6M 0.01%
187,816
-167,022