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
1301
$13.6M 0.01%
1,385,530
+55,101
1302
$13.6M 0.01%
239,890
-18,024
1303
$13.6M 0.01%
262,777
-42,786
1304
$13.5M 0.01%
245,814
-52,029
1305
$13.5M 0.01%
557,612
+135,765
1306
$13.5M 0.01%
88,761
+10,369
1307
$13.4M 0.01%
719,747
-131,348
1308
$13.4M 0.01%
385,748
+27,685
1309
$13.4M 0.01%
292,249
+61,250
1310
$13.4M 0.01%
584,995
+250,128
1311
$13.3M 0.01%
431,871
+71,955
1312
$13.3M 0.01%
1,440,194
+877,962
1313
$13.3M 0.01%
363,274
+23,422
1314
$13.3M 0.01%
356,535
-2,820
1315
$13.2M 0.01%
556,205
+194,713
1316
$13.2M 0.01%
685,124
+91,146
1317
$13.2M 0.01%
492,650
+80,772
1318
$13.2M 0.01%
429,110
+153,610
1319
$13.1M 0.01%
246,635
+150,036
1320
$13.1M 0.01%
1,244,113
+300,566
1321
$13.1M 0.01%
2,613,145
+802,085
1322
$13.1M 0.01%
405,609
+56,977
1323
$13.1M 0.01%
615,430
+350,115
1324
$13.1M 0.01%
678,345
-68,213
1325
$13.1M 0.01%
844,443
+365,256