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
1951
$5.09M ﹤0.01%
131,918
-43,693
1952
$5.09M ﹤0.01%
302,554
+64,340
1953
$5.08M ﹤0.01%
118,167
-425,156
1954
$5.07M ﹤0.01%
172,958
+6,679
1955
$5.07M ﹤0.01%
87,669
+4,905
1956
$5.07M ﹤0.01%
78,848
-21,252
1957
$5.06M ﹤0.01%
36,557
+25,255
1958
$5.06M ﹤0.01%
268,387
+34,383
1959
$5.05M ﹤0.01%
156,300
-29,250
1960
$5.05M ﹤0.01%
343,216
+109,230
1961
$5.04M ﹤0.01%
17,845
-4,246
1962
$5.02M ﹤0.01%
84,544
+403
1963
$5.02M ﹤0.01%
197,222
+185,696
1964
$5.01M ﹤0.01%
80,731
-6,142
1965
$5M ﹤0.01%
95,000
1966
$4.99M ﹤0.01%
150,934
-8,739
1967
$4.97M ﹤0.01%
117,843
-20,759
1968
$4.94M ﹤0.01%
129,271
+22,542
1969
$4.93M ﹤0.01%
260,561
+38,541
1970
$4.93M ﹤0.01%
27,338
-4,872
1971
$4.92M ﹤0.01%
58,981
-13,556
1972
$4.92M ﹤0.01%
134,966
+69,623
1973
$4.92M ﹤0.01%
+194,037
1974
$4.91M ﹤0.01%
59,702
-20,117
1975
$4.91M ﹤0.01%
105,892
+61,250