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
2976
$1.04M ﹤0.01%
61,171
+39,930
2977
$1.03M ﹤0.01%
25,484
+361
2978
$1.03M ﹤0.01%
32,758
+8,055
2979
$1.03M ﹤0.01%
67,918
-13,979
2980
$1.03M ﹤0.01%
29,659
-366,296
2981
$1.03M ﹤0.01%
68,652
+21,925
2982
$1.03M ﹤0.01%
7,210
+788
2983
$1.03M ﹤0.01%
80,859
+4,353
2984
$1.02M ﹤0.01%
74,556
+38,656
2985
$1.02M ﹤0.01%
15,965
-5,253
2986
$1.02M ﹤0.01%
81,598
-72
2987
$1.02M ﹤0.01%
24,464
-10,121
2988
$1.02M ﹤0.01%
38,334
+25,067
2989
$1.02M ﹤0.01%
82,500
+77,484
2990
$1.01M ﹤0.01%
107,626
+13,710
2991
$1.01M ﹤0.01%
52,176
+5,950
2992
$1.01M ﹤0.01%
17,843
-3,074
2993
$1.01M ﹤0.01%
109,870
-2,243
2994
$1.01M ﹤0.01%
69,865
-2,311
2995
$1.01M ﹤0.01%
39,522
+13,119
2996
$1.01M ﹤0.01%
37,577
+18,597
2997
$1M ﹤0.01%
59,162
+5,777
2998
$1M ﹤0.01%
107,774
+11,787
2999
$999K ﹤0.01%
89,000
+53,182
3000
$997K ﹤0.01%
28,255
+23,774