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
1326
$13M 0.01%
908,019
-783,301
1327
$13M 0.01%
1,114,157
+612,822
1328
$13M 0.01%
947,700
+201,160
1329
$13M 0.01%
329,798
+17,386
1330
$13M 0.01%
534,572
-2,040,575
1331
$13M 0.01%
384,450
+169,514
1332
$12.9M 0.01%
168,828
+131,933
1333
$12.9M 0.01%
468,292
-4,587
1334
$12.9M 0.01%
269,696
+25,545
1335
$12.9M 0.01%
1,112,611
-14,898
1336
$12.9M 0.01%
950,884
+420
1337
$12.8M 0.01%
289,639
-344,415
1338
$12.8M ﹤0.01%
669,000
-8,751
1339
$12.7M ﹤0.01%
380,454
-39,450
1340
$12.7M ﹤0.01%
499,890
+20,114
1341
$12.7M ﹤0.01%
521,596
-680,688
1342
$12.6M ﹤0.01%
392,404
-577,628
1343
$12.6M ﹤0.01%
471,025
+36,738
1344
$12.6M ﹤0.01%
172,151
-33,706
1345
$12.5M ﹤0.01%
421,062
+124,133
1346
$12.5M ﹤0.01%
78,056
-2,153
1347
$12.5M ﹤0.01%
491,785
-11,023
1348
$12.5M ﹤0.01%
454,180
+220,170
1349
$12.5M ﹤0.01%
195,383
+22,520
1350
$12.5M ﹤0.01%
323,163
+4,569