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
2476
$2.22M ﹤0.01%
74,758
+14,993
2477
$2.22M ﹤0.01%
89,039
+5,409
2478
$2.22M ﹤0.01%
45,268
-13,296
2479
$2.21M ﹤0.01%
63,900
-8,443
2480
$2.21M ﹤0.01%
142,746
2481
$2.21M ﹤0.01%
67,605
-25,940
2482
$2.2M ﹤0.01%
90,108
+10,248
2483
$2.2M ﹤0.01%
741,076
+313,241
2484
$2.2M ﹤0.01%
38,316
+3,148
2485
$2.2M ﹤0.01%
45,193
-10,366
2486
$2.19M ﹤0.01%
50,381
+2,878
2487
$2.19M ﹤0.01%
28,799
-27,196
2488
$2.18M ﹤0.01%
105,878
+13,744
2489
$2.18M ﹤0.01%
93,543
+371
2490
$2.18M ﹤0.01%
88,748
+15,449
2491
$2.17M ﹤0.01%
144,894
+91,563
2492
$2.17M ﹤0.01%
213,996
-31,089
2493
$2.17M ﹤0.01%
107,432
-129,021
2494
$2.17M ﹤0.01%
86,680
+17,460
2495
$2.17M ﹤0.01%
73,482
-133,951
2496
$2.16M ﹤0.01%
52,039
+14,250
2497
$2.16M ﹤0.01%
87,782
-5,428
2498
$2.15M ﹤0.01%
225,473
-77,602
2499
$2.15M ﹤0.01%
80,083
+28,604
2500
$2.15M ﹤0.01%
107,364
+13,851