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
$228B
AUM Growth
+$2.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,600
New
Increased
Reduced
Closed

Top Buys

1 +$521M
2 +$388M
3 +$344M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$325M
5
LMT icon
Lockheed Martin
LMT
+$314M

Top Sells

1 +$730M
2 +$588M
3 +$415M
4
JNPR
Juniper Networks
JNPR
+$398M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$394M

Sector Composition

1 Industrials 9.31%
2 Technology 8.1%
3 Healthcare 8.05%
4 Energy 7.98%
5 Financials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$4.3M ﹤0.01%
172,539
-75,550
1977
$4.29M ﹤0.01%
149,383
+111,251
1978
$4.29M ﹤0.01%
131,584
+4,368
1979
$4.29M ﹤0.01%
226,331
+50,195
1980
$4.28M ﹤0.01%
57,930
-416,523
1981
$4.27M ﹤0.01%
103,332
-26,821
1982
$4.26M ﹤0.01%
236,453
+61,064
1983
$4.25M ﹤0.01%
203,598
-49,361
1984
$4.25M ﹤0.01%
192,917
+144,764
1985
$4.24M ﹤0.01%
364,703
-27,181
1986
$4.24M ﹤0.01%
96,507
+80,925
1987
$4.23M ﹤0.01%
8,175
-7,742
1988
$4.22M ﹤0.01%
76,324
-209
1989
$4.2M ﹤0.01%
54,155
-20,478
1990
$4.2M ﹤0.01%
66,424
-19,331
1991
$4.19M ﹤0.01%
342,375
+70,936
1992
$4.19M ﹤0.01%
69,247
+51,657
1993
$4.18M ﹤0.01%
27,310
-4,552
1994
$4.18M ﹤0.01%
160,932
-61,407
1995
$4.17M ﹤0.01%
215,319
+25,356
1996
$4.17M ﹤0.01%
346,252
+38,647
1997
$4.17M ﹤0.01%
111,142
+101,772
1998
$4.16M ﹤0.01%
120,942
+91,179
1999
$4.16M ﹤0.01%
14,654
-13,290
2000
$4.14M ﹤0.01%
462,123
+47,395