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
$715B
AUM Growth
+$25.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,771
New
Increased
Reduced
Closed

Top Sells

1 +$10.4B
2 +$7.8B
3 +$4.67B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.84B
5
AAPL icon
Apple
AAPL
+$1.76B

Sector Composition

1 Technology 13.12%
2 Healthcare 8.06%
3 Financials 7.81%
4 Consumer Discretionary 6.47%
5 Industrials 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1926
$13.6M ﹤0.01%
121,304
-2,891
1927
$13.5M ﹤0.01%
515,500
+36,306
1928
$13.5M ﹤0.01%
254,107
+36,994
1929
$13.5M ﹤0.01%
95,307
-42,777
1930
$13.4M ﹤0.01%
188,450
-4,675
1931
$13.4M ﹤0.01%
215,058
+15,801
1932
$13.3M ﹤0.01%
196,576
-60,868
1933
$13.3M ﹤0.01%
276,368
+11,494
1934
$13.3M ﹤0.01%
146,682
+8,291
1935
$13.3M ﹤0.01%
148,838
-4,590
1936
$13.3M ﹤0.01%
528,853
-68,272
1937
$13.3M ﹤0.01%
564,114
-67,208
1938
$13.3M ﹤0.01%
223,420
+6,305
1939
$13.3M ﹤0.01%
263,722
-89,708
1940
$13.2M ﹤0.01%
54,543
+108
1941
$13.2M ﹤0.01%
269,892
+5,535
1942
$13.2M ﹤0.01%
261,465
-43,601
1943
$13.2M ﹤0.01%
368,247
-51,598
1944
$13.2M ﹤0.01%
564,634
+273,359
1945
$13.1M ﹤0.01%
25,747
+25,454
1946
$13.1M ﹤0.01%
901,724
-192,241
1947
$13.1M ﹤0.01%
242,248
+8,840
1948
$13.1M ﹤0.01%
325,283
+203,209
1949
$13.1M ﹤0.01%
346,233
-169,879
1950
$13.1M ﹤0.01%
895,524
-228,157