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Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 25.25%
 

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
+25.25%
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
4376
$138K ﹤0.01%
4,786
-48,122
4377
$137K ﹤0.01%
11,794
-18,125
4378
$137K ﹤0.01%
335
+182
4379
$137K ﹤0.01%
9,817
+9,717
4380
$137K ﹤0.01%
4,001
-5,649
4381
$137K ﹤0.01%
16,787
+3,011
4382
$136K ﹤0.01%
5,246
+488
4383
$136K ﹤0.01%
5,029
-7,099
4384
$136K ﹤0.01%
11,898
-26,058
4385
$136K ﹤0.01%
6,400
-16,600
4386
$136K ﹤0.01%
3,815
+420
4387
$135K ﹤0.01%
2,841
-85,624
4388
$135K ﹤0.01%
4,000
-113,366
4389
$135K ﹤0.01%
4,291
-18,211
4390
$135K ﹤0.01%
1,345
+380
4391
$135K ﹤0.01%
13,666
-11,752
4392
$134K ﹤0.01%
3,681
+504
4393
$134K ﹤0.01%
15,160
4394
$134K ﹤0.01%
13,726
+11,837
4395
$134K ﹤0.01%
3,113
-490
4396
$134K ﹤0.01%
6,118
+5,989
4397
$134K ﹤0.01%
4,193
+3,045
4398
$134K ﹤0.01%
3,406
-2,709
4399
$134K ﹤0.01%
+834
4400
$133K ﹤0.01%
+489