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
4701
$77K ﹤0.01%
+12,357
4702
$77K ﹤0.01%
3,288
+2,642
4703
$76K ﹤0.01%
5,046
-19,122
4704
$76K ﹤0.01%
1,062
-2,511
4705
$76K ﹤0.01%
+17,276
4706
$76K ﹤0.01%
6,039
-8,002
4707
$76K ﹤0.01%
31,576
+46
4708
$76K ﹤0.01%
30,348
+30,335
4709
$75K ﹤0.01%
5,345
+1,546
4710
$75K ﹤0.01%
1,623
+1,614
4711
$75K ﹤0.01%
4,701
+3,901
4712
$75K ﹤0.01%
1,657
4713
$75K ﹤0.01%
1,500
-2
4714
$75K ﹤0.01%
1,824
+944
4715
$75K ﹤0.01%
5,367
-1,700
4716
$74K ﹤0.01%
4,243
+1,668
4717
$74K ﹤0.01%
8,845
-1,394
4718
$74K ﹤0.01%
+4,396
4719
$74K ﹤0.01%
4,182
+2,020
4720
$74K ﹤0.01%
1,656
-12,310
4721
$74K ﹤0.01%
43,590
+43,534
4722
$74K ﹤0.01%
5,099
+1,339
4723
$73K ﹤0.01%
4,305
+4,297
4724
$73K ﹤0.01%
4,552
-137
4725
$73K ﹤0.01%
2,700
+1,293