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
4801
$65K ﹤0.01%
43,554
-1,100
4802
$65K ﹤0.01%
7,427
-15,745
4803
$65K ﹤0.01%
179,198
+179,003
4804
$65K ﹤0.01%
5,648
+2,984
4805
$64K ﹤0.01%
4,466
+2,214
4806
$64K ﹤0.01%
3,936
+454
4807
$64K ﹤0.01%
+120
4808
$64K ﹤0.01%
3,500
-21,389
4809
$64K ﹤0.01%
6,077
+4,377
4810
$63K ﹤0.01%
3,026
+503
4811
$63K ﹤0.01%
2,695
-13
4812
$63K ﹤0.01%
1,203
+807
4813
$63K ﹤0.01%
1,124
4814
$62K ﹤0.01%
19,500
4815
$62K ﹤0.01%
1,851
-107
4816
$62K ﹤0.01%
1,412
+1,301
4817
$62K ﹤0.01%
4,732
-839
4818
$62K ﹤0.01%
6,675
+4,650
4819
$62K ﹤0.01%
3,890
+3,809
4820
$62K ﹤0.01%
1,280
4821
$62K ﹤0.01%
15,136
+2,432
4822
$62K ﹤0.01%
8,279
+8,261
4823
$61K ﹤0.01%
+7
4824
$61K ﹤0.01%
1,376
-12,152
4825
$61K ﹤0.01%
2,075
+1,252