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
2776
$1.44M ﹤0.01%
19,151
-11,605
2777
$1.44M ﹤0.01%
3,926
-78
2778
$1.44M ﹤0.01%
49,423
+1,419
2779
$1.44M ﹤0.01%
6,399
+1,136
2780
$1.44M ﹤0.01%
21,396
+1,444
2781
$1.44M ﹤0.01%
50,713
+35,663
2782
$1.43M ﹤0.01%
59,801
+4,760
2783
$1.43M ﹤0.01%
54,135
-12,159
2784
$1.42M ﹤0.01%
46,769
+1,164
2785
$1.42M ﹤0.01%
49,246
+3,763
2786
$1.42M ﹤0.01%
41,913
+414
2787
$1.42M ﹤0.01%
109,283
+52,052
2788
$1.41M ﹤0.01%
52,143
+21,726
2789
$1.41M ﹤0.01%
40,838
-22,731
2790
$1.41M ﹤0.01%
43,525
-1,870
2791
$1.41M ﹤0.01%
93,163
-129,135
2792
$1.4M ﹤0.01%
22,670
+3,119
2793
$1.4M ﹤0.01%
67,152
-10,988
2794
$1.4M ﹤0.01%
49,516
+16,035
2795
0
2796
$1.39M ﹤0.01%
14,619
+4,994
2797
$1.39M ﹤0.01%
65,493
+31,316
2798
$1.39M ﹤0.01%
14,564
-124,445
2799
$1.39M ﹤0.01%
75,602
-7,587
2800
$1.39M ﹤0.01%
112,426
+81,243