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
4526
$107K ﹤0.01%
608
-219
4527
$107K ﹤0.01%
6,401
+5,501
4528
$107K ﹤0.01%
2,369
-41,510
4529
$107K ﹤0.01%
5,648
-211
4530
$107K ﹤0.01%
10,800
+10,100
4531
$106K ﹤0.01%
8,268
+7,504
4532
$106K ﹤0.01%
42,870
+35,706
4533
$106K ﹤0.01%
3,134
-35
4534
$106K ﹤0.01%
30,816
+30,608
4535
$105K ﹤0.01%
7,070
-8,765
4536
$105K ﹤0.01%
7,249
+1,462
4537
$105K ﹤0.01%
7,200
+3,984
4538
$105K ﹤0.01%
2,730
-320
4539
$105K ﹤0.01%
1,500
4540
$104K ﹤0.01%
3,600
4541
$104K ﹤0.01%
5,193
+2,017
4542
$104K ﹤0.01%
+773
4543
$103K ﹤0.01%
2,210
+300
4544
$103K ﹤0.01%
6,231
-6,981
4545
$103K ﹤0.01%
10,251
-1,004
4546
$103K ﹤0.01%
2,249
-10,919
4547
$103K ﹤0.01%
31,302
+6,265
4548
$103K ﹤0.01%
14,726
-2,477
4549
$103K ﹤0.01%
+7,300
4550
$103K ﹤0.01%
13,722
-2,487