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
$524B
AUM Growth
-$69.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,883
New
Increased
Reduced
Closed

Top Sells

1 +$3.28B
2 +$794M
3 +$578M
4
HSBC icon
HSBC
HSBC
+$533M
5
EMR icon
Emerson Electric
EMR
+$519M

Sector Composition

1 Technology 9.1%
2 Healthcare 7.98%
3 Financials 7.97%
4 Industrials 6.13%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1926
$10.5M ﹤0.01%
876,420
+87,545
1927
$10.5M ﹤0.01%
399,344
+39,857
1928
$10.5M ﹤0.01%
524,301
+66,200
1929
$10.4M ﹤0.01%
350,085
+207,337
1930
$10.4M ﹤0.01%
142,424
-67,901
1931
$10.4M ﹤0.01%
431,284
-330,647
1932
$10.4M ﹤0.01%
184,567
-33,218
1933
$10.4M ﹤0.01%
146,866
+32,527
1934
$10.4M ﹤0.01%
471,898
+85,128
1935
$10.4M ﹤0.01%
165,662
+79,433
1936
$10.4M ﹤0.01%
104,034
-7,182
1937
$10.4M ﹤0.01%
443,762
-204,550
1938
$10.4M ﹤0.01%
559,211
-80,342
1939
$10.4M ﹤0.01%
2,478,540
+2,400,150
1940
$10.4M ﹤0.01%
342,528
-71,330
1941
$10.4M ﹤0.01%
531,933
+149,813
1942
$10.4M ﹤0.01%
165,889
-5,383
1943
$10.4M ﹤0.01%
417,558
-121,238
1944
$10.3M ﹤0.01%
218,529
-118,502
1945
$10.3M ﹤0.01%
387,735
+41,198
1946
$10.3M ﹤0.01%
146,489
-87,615
1947
$10.3M ﹤0.01%
338,524
-111,085
1948
$10.3M ﹤0.01%
251,514
+38,118
1949
$10.3M ﹤0.01%
426,035
+116,140
1950
$10.3M ﹤0.01%
329,345
-207,934