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
3376
$562K ﹤0.01%
21,768
+2,729
3377
$562K ﹤0.01%
189,734
-2,861,824
3378
$561K ﹤0.01%
123,115
+10,650
3379
$559K ﹤0.01%
66,438
-1,958
3380
$559K ﹤0.01%
24,648
-10,172
3381
$558K ﹤0.01%
3,312
-2,533
3382
$558K ﹤0.01%
24,100
+13,109
3383
$557K ﹤0.01%
13,453
-4,938
3384
$555K ﹤0.01%
7,981
-3,789
3385
$554K ﹤0.01%
24,120
3386
$554K ﹤0.01%
16,552
+3,784
3387
$554K ﹤0.01%
8,758
+2,295
3388
$553K ﹤0.01%
100,200
+200
3389
$553K ﹤0.01%
56,510
+32,790
3390
$549K ﹤0.01%
22,054
+10,686
3391
$547K ﹤0.01%
25,835
+10,639
3392
$547K ﹤0.01%
24,659
-18,344
3393
$545K ﹤0.01%
7,002
-16,482
3394
$543K ﹤0.01%
7,618
-15,148
3395
$543K ﹤0.01%
10,747
-532
3396
$541K ﹤0.01%
14,634
-11,555
3397
$541K ﹤0.01%
60,077
-1,108
3398
$539K ﹤0.01%
30,860
-4,239
3399
$538K ﹤0.01%
2,889
+2,309
3400
$537K ﹤0.01%
10,390
+4,478