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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
5976
-1,016
5977
-28
5978
-27
5979
-20
5980
$0 ﹤0.01%
38
-191
5981
-12,000
5982
-1,000
5983
-1,000
5984
-1,144
5985
-11
5986
$0 ﹤0.01%
+50
5987
$0 ﹤0.01%
+100
5988
-80
5989
$0 ﹤0.01%
+318
5990
-5,000
5991
$0 ﹤0.01%
+12
5992
-1,550
5993
-641,363
5994
-246
5995
$0 ﹤0.01%
+14
5996
-164
5997
$0 ﹤0.01%
18
5998
$0 ﹤0.01%
28
-72
5999
$0 ﹤0.01%
2
6000
-8,914