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
1951
$10.2M ﹤0.01%
199,187
-89,235
1952
$10.2M ﹤0.01%
377,492
+129,481
1953
$10.2M ﹤0.01%
223,204
+2,838
1954
$10.2M ﹤0.01%
263,014
+89,740
1955
$10.2M ﹤0.01%
93,345
+706
1956
$10.2M ﹤0.01%
266,495
-5,463
1957
$10.2M ﹤0.01%
439,594
+69,131
1958
$10.1M ﹤0.01%
566,236
-157,568
1959
$10.1M ﹤0.01%
127,997
+110,862
1960
$10.1M ﹤0.01%
69,680
-5,103
1961
$10.1M ﹤0.01%
376,329
+202,086
1962
$10.1M ﹤0.01%
111,723
+3,013
1963
$10.1M ﹤0.01%
272,885
-8,062
1964
$10.1M ﹤0.01%
130,591
+629
1965
$10M ﹤0.01%
231,496
-81,199
1966
$10M ﹤0.01%
531,317
-22,208
1967
$9.99M ﹤0.01%
597,631
+140,070
1968
$9.97M ﹤0.01%
400,000
1969
$9.95M ﹤0.01%
857,230
+484,950
1970
$9.94M ﹤0.01%
393,224
-75,976
1971
$9.9M ﹤0.01%
132,532
-46,594
1972
$9.89M ﹤0.01%
498,188
+23,153
1973
$9.89M ﹤0.01%
147,989
+1,869
1974
$9.88M ﹤0.01%
228,153
-6,486
1975
$9.86M ﹤0.01%
340,294
+170,522