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
3726
$348K ﹤0.01%
122,358
+107,264
3727
$348K ﹤0.01%
+14,289
3728
$348K ﹤0.01%
14,958
-5,560
3729
$347K ﹤0.01%
41,093
3730
$347K ﹤0.01%
6,139
-29,281
3731
$347K ﹤0.01%
4,536
-10,024
3732
$346K ﹤0.01%
75,516
+53,565
3733
$346K ﹤0.01%
384,489
+382,165
3734
$345K ﹤0.01%
28,716
+25,301
3735
$345K ﹤0.01%
24,818
+931
3736
$345K ﹤0.01%
13,978
+7,192
3737
$344K ﹤0.01%
32,126
+5,158
3738
$343K ﹤0.01%
15,331
+2,305
3739
$343K ﹤0.01%
7,541
+12
3740
$343K ﹤0.01%
28,434
+20,453
3741
$343K ﹤0.01%
8,546
-17,811
3742
$340K ﹤0.01%
1,300
+834
3743
$340K ﹤0.01%
25,382
-18,534
3744
$339K ﹤0.01%
21,227
-76,529
3745
$339K ﹤0.01%
11,752
+3,380
3746
$339K ﹤0.01%
6,559
-19,655
3747
$338K ﹤0.01%
46,956
+13,103
3748
$337K ﹤0.01%
7,774
+3,811
3749
$337K ﹤0.01%
25,486
+17,330
3750
$337K ﹤0.01%
103,686
+2,821