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
3351
$588K ﹤0.01%
22,311
+17,880
3352
$587K ﹤0.01%
14,880
+3,866
3353
$587K ﹤0.01%
11,412
-2,074
3354
$587K ﹤0.01%
40,831
-29
3355
$586K ﹤0.01%
7,932
+7,580
3356
$585K ﹤0.01%
26,072
-25,950
3357
$584K ﹤0.01%
19,000
+2,200
3358
$584K ﹤0.01%
64,224
-2,364
3359
$584K ﹤0.01%
41,283
+22,981
3360
$582K ﹤0.01%
45,525
-22,204
3361
$582K ﹤0.01%
315
-69
3362
$581K ﹤0.01%
17,663
+5,129
3363
$580K ﹤0.01%
1,695
-208
3364
$576K ﹤0.01%
27,236
+8,860
3365
$576K ﹤0.01%
11,583
+1,489
3366
$575K ﹤0.01%
12,290
-527
3367
$575K ﹤0.01%
7,083
+3,833
3368
$575K ﹤0.01%
36,742
+11,384
3369
$574K ﹤0.01%
22,847
-31,952
3370
$572K ﹤0.01%
24,629
+750
3371
$570K ﹤0.01%
1,864
+1
3372
$569K ﹤0.01%
20,896
-1,262
3373
$567K ﹤0.01%
55,175
-1,238
3374
$565K ﹤0.01%
25,149
+24,312
3375
$564K ﹤0.01%
20,310
+7,506