Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

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 Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$557B
AUM Growth
+$25.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,819
New
Increased
Reduced
Closed

Top Sells

1 +$761M
2 +$680M
3 +$579M
4
TIF
Tiffany & Co.
TIF
+$567M
5
PAYX icon
Paychex
PAYX
+$531M

Sector Composition

1 Technology 10.08%
2 Financials 8.59%
3 Healthcare 7.1%
4 Industrials 7.06%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1926
$12.5M ﹤0.01%
281,311
+49,861
1927
$12.5M ﹤0.01%
591,169
+50,838
1928
$12.5M ﹤0.01%
372,622
-58,371
1929
$12.5M ﹤0.01%
623,256
+225,597
1930
$12.5M ﹤0.01%
293,909
-27,622
1931
$12.4M ﹤0.01%
211,251
-64,768
1932
$12.4M ﹤0.01%
305,642
-111,419
1933
$12.4M ﹤0.01%
622,291
-18,102
1934
$12.4M ﹤0.01%
119,719
-10,173
1935
$12.4M ﹤0.01%
265,247
-6,678
1936
$12.4M ﹤0.01%
144,774
-4,069
1937
$12.4M ﹤0.01%
80,471
-99,132
1938
$12.4M ﹤0.01%
122,192
+100,222
1939
$12.3M ﹤0.01%
230,327
-11,960
1940
$12.3M ﹤0.01%
1,878,309
-592,087
1941
$12.3M ﹤0.01%
795,459
+17,998
1942
$12.3M ﹤0.01%
416,970
+246,211
1943
$12.3M ﹤0.01%
439,341
-60,581
1944
$12.3M ﹤0.01%
490,065
+73,640
1945
$12.3M ﹤0.01%
431,519
+243,813
1946
$12.2M ﹤0.01%
299,004
+9,911
1947
$12.2M ﹤0.01%
423,154
+64,716
1948
$12.2M ﹤0.01%
160,272
-26,613
1949
$12.2M ﹤0.01%
1,058,864
+95,076
1950
$12.2M ﹤0.01%
413,991
+75,462