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
1726
$6.89M ﹤0.01%
275,847
+72,667
1727
$6.89M ﹤0.01%
69,652
-292
1728
$6.89M ﹤0.01%
90,856
-38,118
1729
$6.88M ﹤0.01%
+250,000
1730
$6.88M ﹤0.01%
241,588
+130,960
1731
$6.87M ﹤0.01%
215,091
+33,329
1732
$6.87M ﹤0.01%
238,366
+4,121
1733
$6.86M ﹤0.01%
201,755
+146,970
1734
$6.85M ﹤0.01%
506,358
-162,016
1735
$6.84M ﹤0.01%
280,183
+27,680
1736
$6.84M ﹤0.01%
785,974
-117,884
1737
$6.84M ﹤0.01%
140,047
+68,503
1738
$6.81M ﹤0.01%
50,854
+28,868
1739
$6.81M ﹤0.01%
168,776
-12,235
1740
$6.8M ﹤0.01%
246,936
-502,779
1741
$6.8M ﹤0.01%
261,388
+177,140
1742
$6.79M ﹤0.01%
1,678
-164
1743
$6.78M ﹤0.01%
73,849
+70,403
1744
$6.78M ﹤0.01%
41,406
1745
$6.75M ﹤0.01%
284,188
+120,569
1746
$6.75M ﹤0.01%
148,270
-16,480
1747
$6.74M ﹤0.01%
411,574
-88,304
1748
$6.73M ﹤0.01%
121,000
-29,088
1749
$6.72M ﹤0.01%
291,508
+277,828
1750
$6.71M ﹤0.01%
142,577
+129,871