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
2926
$1.14M ﹤0.01%
17,947
-37,307
2927
$1.14M ﹤0.01%
42,096
-14,938
2928
$1.14M ﹤0.01%
65,032
+64,532
2929
$1.13M ﹤0.01%
36,676
-444
2930
$1.13M ﹤0.01%
74,486
-22,485
2931
$1.13M ﹤0.01%
51,177
-43,739
2932
$1.12M ﹤0.01%
17,561
-27,558
2933
$1.12M ﹤0.01%
+46,436
2934
$1.12M ﹤0.01%
24,238
-3,093
2935
$1.12M ﹤0.01%
50,796
+3,498
2936
$1.11M ﹤0.01%
+15,743
2937
$1.11M ﹤0.01%
36,644
+25,094
2938
$1.11M ﹤0.01%
55,993
-1,897
2939
$1.11M ﹤0.01%
48,597
-54,131
2940
$1.11M ﹤0.01%
44,409
+4,909
2941
$1.1M ﹤0.01%
209,228
+21,931
2942
$1.1M ﹤0.01%
83,706
+15,143
2943
$1.1M ﹤0.01%
16,412
-23
2944
$1.1M ﹤0.01%
291,889
+242,954
2945
$1.09M ﹤0.01%
25,824
+9,008
2946
$1.09M ﹤0.01%
15,001
-19,217
2947
$1.09M ﹤0.01%
18,912
+8,494
2948
$1.09M ﹤0.01%
45,469
+353
2949
$1.09M ﹤0.01%
45,363
+1,260
2950
$1.09M ﹤0.01%
109,272
+73,260