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
1926
$5.32M ﹤0.01%
1,067,982
-1,600,105
1927
$5.32M ﹤0.01%
241,903
+65,433
1928
$5.31M ﹤0.01%
269,036
+235,204
1929
$5.31M ﹤0.01%
41,824
+8,279
1930
$5.3M ﹤0.01%
145,930
+114,144
1931
$5.29M ﹤0.01%
178,621
+201
1932
$5.28M ﹤0.01%
145,090
+49,246
1933
$5.27M ﹤0.01%
300,670
+17,192
1934
$5.26M ﹤0.01%
96,054
-395
1935
$5.25M ﹤0.01%
262,368
+47,049
1936
$5.24M ﹤0.01%
101,330
-27,909
1937
$5.22M ﹤0.01%
294,143
+67,932
1938
$5.21M ﹤0.01%
122,660
-3,876
1939
$5.21M ﹤0.01%
424,123
+20,308
1940
$5.21M ﹤0.01%
244,986
+88,189
1941
$5.18M ﹤0.01%
45,131
-51,107
1942
$5.15M ﹤0.01%
97,473
-63,921
1943
$5.15M ﹤0.01%
594,830
-2,084,181
1944
$5.14M ﹤0.01%
177,226
+6,451
1945
$5.13M ﹤0.01%
21,212
+832
1946
$5.13M ﹤0.01%
474,063
-1,424
1947
$5.11M ﹤0.01%
252,174
+48,576
1948
$5.11M ﹤0.01%
196,584
+101,753
1949
$5.1M ﹤0.01%
653,524
+635,213
1950
$5.09M ﹤0.01%
193,156
-76,667