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
$594B
AUM Growth
+$36.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,888
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.97%
2 Financials 8.51%
3 Healthcare 7.76%
4 Industrials 7.14%
5 Consumer Discretionary 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1926
$12.8M ﹤0.01%
106,483
+14,611
1927
$12.8M ﹤0.01%
754,422
+22,782
1928
$12.8M ﹤0.01%
207,797
-27,402
1929
$12.7M ﹤0.01%
619,297
+44,755
1930
$12.7M ﹤0.01%
111,216
-111,778
1931
$12.7M ﹤0.01%
365,094
-7,528
1932
$12.7M ﹤0.01%
431,456
+41,210
1933
$12.7M ﹤0.01%
188,119
-4,999
1934
$12.7M ﹤0.01%
119,421
-16,346
1935
$12.7M ﹤0.01%
290,584
-11,321
1936
$12.7M ﹤0.01%
458,088
+18,747
1937
$12.7M ﹤0.01%
420,120
-63,105
1938
$12.7M ﹤0.01%
169,162
-185,209
1939
$12.7M ﹤0.01%
500,156
-35,080
1940
$12.7M ﹤0.01%
260,696
-15,563
1941
$12.6M ﹤0.01%
468,202
-54,302
1942
$12.6M ﹤0.01%
62,395
+3,263
1943
$12.6M ﹤0.01%
1,015,779
+174,105
1944
$12.6M ﹤0.01%
1,224,520
+55,840
1945
$12.6M ﹤0.01%
149,667
-24,070
1946
$12.5M ﹤0.01%
295,527
-62,577
1947
$12.5M ﹤0.01%
77,638
-240,829
1948
$12.5M ﹤0.01%
354,021
+211,368
1949
$12.5M ﹤0.01%
928,068
+112,470
1950
$12.5M ﹤0.01%
227,523
-29,055