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
$376B
AUM Growth
+$799M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,622
New
Increased
Reduced
Closed

Top Buys

1 +$1.03B
2 +$752M
3 +$709M
4
TGT icon
Target
TGT
+$641M
5
PG icon
Procter & Gamble
PG
+$561M

Top Sells

1 +$687M
2 +$646M
3 +$604M
4
PAYX icon
Paychex
PAYX
+$575M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$551M

Sector Composition

1 Healthcare 9.32%
2 Technology 8.73%
3 Industrials 8.15%
4 Financials 7.98%
5 Consumer Staples 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$7.98M ﹤0.01%
157,921
+64,581
1977
$7.97M ﹤0.01%
275,715
-160,841
1978
$7.97M ﹤0.01%
431,246
+143,799
1979
$7.95M ﹤0.01%
130,666
+12,535
1980
$7.95M ﹤0.01%
171,399
+2,434
1981
$7.95M ﹤0.01%
219,912
+47,829
1982
$7.93M ﹤0.01%
106,336
+25,819
1983
$7.93M ﹤0.01%
92,786
+15,782
1984
$7.92M ﹤0.01%
324,441
+8,939
1985
$7.89M ﹤0.01%
138,877
+50,455
1986
$7.89M ﹤0.01%
595,391
-14,816
1987
$7.89M ﹤0.01%
569,408
-368,862
1988
$7.88M ﹤0.01%
583,990
-25,724
1989
$7.88M ﹤0.01%
591,631
+298,560
1990
$7.83M ﹤0.01%
773,888
+37,438
1991
$7.81M ﹤0.01%
378,663
+62,476
1992
$7.81M ﹤0.01%
84,157
-26,395
1993
$7.8M ﹤0.01%
248,209
+11,892
1994
$7.8M ﹤0.01%
343,387
+177,980
1995
$7.8M ﹤0.01%
27,882
-13,833
1996
$7.79M ﹤0.01%
328,755
-223,606
1997
$7.79M ﹤0.01%
161,569
+11,833
1998
$7.79M ﹤0.01%
624,827
-288,925
1999
$7.77M ﹤0.01%
318,895
+105,073
2000
$7.77M ﹤0.01%
259,523
-20,334