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
201
$288M 0.11%
5,810,786
+517,407
202
$287M 0.11%
6,013,633
+961,784
203
$287M 0.11%
3,178,245
+668,031
204
$283M 0.11%
1,266,679
+590,750
205
$281M 0.11%
3,126,062
+121,702
206
$280M 0.11%
5,828,431
+125,379
207
$279M 0.11%
3,636,632
+398,826
208
$277M 0.11%
4,617,835
-617,549
209
$276M 0.11%
5,250,559
+341,513
210
$276M 0.11%
3,353,979
+202,691
211
$275M 0.11%
3,786,069
+280,934
212
$275M 0.11%
4,580,050
+973,634
213
$272M 0.11%
6,912,954
+1,241,184
214
$272M 0.11%
2,047,130
-191,189
215
$272M 0.11%
3,700,993
-370,455
216
$272M 0.11%
1,222,268
+713,648
217
$270M 0.1%
22,984,148
-8,630,589
218
$269M 0.1%
6,089,705
+679,588
219
$269M 0.1%
2,446,431
+531,940
220
$266M 0.1%
2,238,604
-27,167
221
$264M 0.1%
5,896,720
+160,266
222
$264M 0.1%
18,021,383
+5,453,551
223
$263M 0.1%
2,794,354
+356,326
224
$262M 0.1%
3,441,995
+521,089
225
$261M 0.1%
4,500,573
-2,501,197