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
1951
$12.2M ﹤0.01%
485,780
-71,393
1952
$12.2M ﹤0.01%
631,998
+61,128
1953
$12.2M ﹤0.01%
447,043
+1,454
1954
$12.2M ﹤0.01%
966,844
-67,627
1955
$12.2M ﹤0.01%
221,990
+86,548
1956
$12.1M ﹤0.01%
1,375,771
-645,219
1957
$12.1M ﹤0.01%
191,691
+95,013
1958
$12.1M ﹤0.01%
406,233
+63,470
1959
$12.1M ﹤0.01%
194,892
+17,637
1960
$12.1M ﹤0.01%
233,157
+2,347
1961
$12.1M ﹤0.01%
342,339
+21,704
1962
$12.1M ﹤0.01%
157,883
-3,863
1963
$12.1M ﹤0.01%
325,212
-5,498
1964
$12.1M ﹤0.01%
957,998
-192,644
1965
$12.1M ﹤0.01%
164,268
+522
1966
$12M ﹤0.01%
403,608
+184,768
1967
$12M ﹤0.01%
692,487
+58,536
1968
$12M ﹤0.01%
159,918
-11,501
1969
$12M ﹤0.01%
841,674
-182,096
1970
$12M ﹤0.01%
216,615
+41,012
1971
$11.9M ﹤0.01%
242,976
+2,146
1972
$11.9M ﹤0.01%
315,210
+99,052
1973
$11.9M ﹤0.01%
425,433
-6,692
1974
$11.9M ﹤0.01%
390,246
-209,989
1975
$11.9M ﹤0.01%
401,439
-122