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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
4726
$73K ﹤0.01%
6,000
-2
4727
$73K ﹤0.01%
2,700
+1,293
4728
$73K ﹤0.01%
76
-214
4729
$72K ﹤0.01%
1,642
-9,847
4730
$72K ﹤0.01%
4,204
-237
4731
$72K ﹤0.01%
28,000
4732
$72K ﹤0.01%
5,228
+3,552
4733
$72K ﹤0.01%
1,922
-103
4734
$71K ﹤0.01%
+283
4735
$71K ﹤0.01%
1,877
+263
4736
$71K ﹤0.01%
14,035
+13,860
4737
$71K ﹤0.01%
3,833
-77,667
4738
$71K ﹤0.01%
5,080
+1,265
4739
$71K ﹤0.01%
+1,815
4740
$71K ﹤0.01%
9,300
-37,602
4741
$71K ﹤0.01%
11,900
+11,660
4742
$71K ﹤0.01%
5,012
-587
4743
$71K ﹤0.01%
5,700
+4,685
4744
$71K ﹤0.01%
2,000
4745
$70K ﹤0.01%
6,132
-18,699
4746
$70K ﹤0.01%
1,057
+907
4747
$70K ﹤0.01%
500
-753
4748
$70K ﹤0.01%
1,402
4749
$70K ﹤0.01%
4,937
-6,126
4750
$69K ﹤0.01%
+4,548