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
2351
$2.67M ﹤0.01%
172,540
+2,512
2352
$2.66M ﹤0.01%
125,496
-21,849
2353
$2.66M ﹤0.01%
52,027
-1,378
2354
$2.66M ﹤0.01%
71,318
+48,410
2355
$2.65M ﹤0.01%
172,621
+6,947
2356
$2.64M ﹤0.01%
73,724
-27,619
2357
$2.64M ﹤0.01%
181,636
+5,435
2358
$2.64M ﹤0.01%
292,502
+3,950
2359
$2.64M ﹤0.01%
134,809
+17,462
2360
$2.64M ﹤0.01%
27,548
+9,328
2361
$2.63M ﹤0.01%
80,970
+6,627
2362
$2.63M ﹤0.01%
137,005
-979
2363
$2.62M ﹤0.01%
89,157
+26,456
2364
$2.62M ﹤0.01%
171,558
-194,390
2365
$2.62M ﹤0.01%
246,074
-20,114
2366
$2.61M ﹤0.01%
93,311
+45,743
2367
$2.59M ﹤0.01%
+100,000
2368
$2.58M ﹤0.01%
72,449
-32,512
2369
$2.58M ﹤0.01%
41,802
+1,818
2370
$2.58M ﹤0.01%
82,527
+75,175
2371
$2.58M ﹤0.01%
64,492
+5,423
2372
$2.58M ﹤0.01%
48,302
-23,038
2373
$2.56M ﹤0.01%
38,723
-293
2374
$2.56M ﹤0.01%
96,976
+29,904
2375
$2.56M ﹤0.01%
+121,318