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
1976
$4.91M ﹤0.01%
530,962
+79,488
1977
$4.9M ﹤0.01%
167,586
+46,065
1978
$4.9M ﹤0.01%
196,738
+164,485
1979
$4.9M ﹤0.01%
164,544
+20,706
1980
$4.89M ﹤0.01%
113,384
+93,086
1981
$4.89M ﹤0.01%
318,397
-11,841
1982
$4.86M ﹤0.01%
+870,024
1983
$4.85M ﹤0.01%
134,706
-9,263
1984
$4.85M ﹤0.01%
50,395
+41,058
1985
$4.85M ﹤0.01%
216,936
+18,438
1986
$4.84M ﹤0.01%
257,887
-108,724
1987
$4.83M ﹤0.01%
587,120
+124,997
1988
$4.83M ﹤0.01%
123,457
-2,712
1989
$4.82M ﹤0.01%
181,648
+53,332
1990
$4.82M ﹤0.01%
90,000
1991
$4.81M ﹤0.01%
304,360
+252,400
1992
$4.81M ﹤0.01%
83,583
-15,035
1993
$4.81M ﹤0.01%
312,465
-15,686
1994
$4.78M ﹤0.01%
483,636
+77,539
1995
$4.78M ﹤0.01%
75,621
+67,821
1996
$4.76M ﹤0.01%
125,455
+35,455
1997
$4.75M ﹤0.01%
346,259
-14,463
1998
$4.74M ﹤0.01%
74,622
-86,446
1999
$4.73M ﹤0.01%
214,708
+102,086
2000
$4.72M ﹤0.01%
389,720
+11,091