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
1526
$9.33M ﹤0.01%
214,315
+59,387
1527
$9.33M ﹤0.01%
266,686
-50,287
1528
$9.31M ﹤0.01%
665,299
+142,282
1529
$9.29M ﹤0.01%
96,078
-946
1530
$9.29M ﹤0.01%
196,480
-52,020
1531
$9.28M ﹤0.01%
197,706
+35,326
1532
$9.27M ﹤0.01%
602,717
-235,269
1533
$9.27M ﹤0.01%
200,030
+14,725
1534
$9.26M ﹤0.01%
200,118
-232,331
1535
$9.26M ﹤0.01%
276,709
+119,469
1536
$9.26M ﹤0.01%
64,154
-142,540
1537
$9.26M ﹤0.01%
290,218
+281,274
1538
$9.25M ﹤0.01%
642,935
+148,831
1539
$9.25M ﹤0.01%
714,184
+176,295
1540
$9.24M ﹤0.01%
375,632
+27,020
1541
$9.22M ﹤0.01%
2,479,279
+388,553
1542
$9.22M ﹤0.01%
55,191
-10,691
1543
$9.21M ﹤0.01%
117,672
+26,762
1544
$9.2M ﹤0.01%
483,990
-9,751
1545
$9.2M ﹤0.01%
71,672
+29,488
1546
$9.16M ﹤0.01%
66,268
+45,887
1547
$9.15M ﹤0.01%
466,747
-62,425
1548
$9.14M ﹤0.01%
892,499
-406,941
1549
$9.13M ﹤0.01%
426,607
+16,279
1550
$9.11M ﹤0.01%
639,451
-5,678