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
3051
$924K ﹤0.01%
51,039
+9,296
3052
$923K ﹤0.01%
35,627
+8,496
3053
$923K ﹤0.01%
21,474
+17,657
3054
$923K ﹤0.01%
83,896
+24,990
3055
$920K ﹤0.01%
29,724
+26,700
3056
$917K ﹤0.01%
50,511
+1,756
3057
$915K ﹤0.01%
+85,093
3058
$913K ﹤0.01%
56,209
+25,078
3059
$912K ﹤0.01%
14,241
+2,303
3060
$912K ﹤0.01%
8,610
-10,264
3061
$911K ﹤0.01%
10,779
-7,083
3062
$911K ﹤0.01%
146,831
3063
$910K ﹤0.01%
173,000
3064
$909K ﹤0.01%
23,469
+15,040
3065
$905K ﹤0.01%
38,700
-8,451
3066
$904K ﹤0.01%
4,831
-1,753
3067
$902K ﹤0.01%
16,860
-5,126
3068
$902K ﹤0.01%
19,430
-1,688
3069
$901K ﹤0.01%
35,568
+34,405
3070
$899K ﹤0.01%
58,260
+18,190
3071
$898K ﹤0.01%
60,004
+7,903
3072
$896K ﹤0.01%
47,480
-187,975
3073
$892K ﹤0.01%
46,742
-16,618
3074
$887K ﹤0.01%
20,085
-3,895
3075
$886K ﹤0.01%
65,861
-6,322