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
2101
$3.97M ﹤0.01%
244,068
+91,809
2102
$3.96M ﹤0.01%
24,700
-2,610
2103
$3.95M ﹤0.01%
192,349
-642,748
2104
$3.95M ﹤0.01%
140,964
-5,929
2105
$3.95M ﹤0.01%
306,894
-318,147
2106
$3.93M ﹤0.01%
128,652
-997
2107
$3.93M ﹤0.01%
126,592
+103,496
2108
$3.92M ﹤0.01%
118,187
+5,969
2109
$3.9M ﹤0.01%
269,733
+9,915
2110
$3.9M ﹤0.01%
138,454
+15,569
2111
$3.89M ﹤0.01%
62,201
-7,046
2112
$3.88M ﹤0.01%
59,250
+1,778
2113
$3.88M ﹤0.01%
43,955
+38,764
2114
$3.87M ﹤0.01%
167,447
-39,122
2115
$3.87M ﹤0.01%
323,970
-29,408
2116
$3.87M ﹤0.01%
114,052
+76,213
2117
$3.86M ﹤0.01%
61,414
+41,372
2118
$3.85M ﹤0.01%
319,065
-128,064
2119
$3.85M ﹤0.01%
268,695
-53,023
2120
$3.84M ﹤0.01%
155,240
+23,290
2121
$3.82M ﹤0.01%
189,921
+49,511
2122
$3.81M ﹤0.01%
117,776
+52,586
2123
$3.81M ﹤0.01%
117,932
-30,412
2124
$3.81M ﹤0.01%
65,906
-33,230
2125
$3.79M ﹤0.01%
109,716
-67,994