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
$412B
AUM Growth
+$9.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,846
New
Increased
Reduced
Closed

Top Buys

1 +$2.14B
2 +$810M
3 +$773M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$667M
5
MSFT icon
Microsoft
MSFT
+$600M

Top Sells

1 +$1.14B
2 +$968M
3 +$779M
4
MBB icon
iShares MBS ETF
MBB
+$777M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$765M

Sector Composition

1 Financials 9.93%
2 Technology 9.36%
3 Healthcare 8.43%
4 Industrials 8.4%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$9.88M ﹤0.01%
625,045
-465,794
1977
$9.87M ﹤0.01%
333,000
-6,042
1978
$9.86M ﹤0.01%
481,525
+173,510
1979
$9.85M ﹤0.01%
341,787
+87,731
1980
$9.85M ﹤0.01%
235,983
+38,013
1981
$9.84M ﹤0.01%
802,770
-7,167
1982
$9.84M ﹤0.01%
284,230
+16,788
1983
$9.83M ﹤0.01%
191,967
-34,081
1984
$9.82M ﹤0.01%
282,157
+10,789
1985
$9.81M ﹤0.01%
1,423,780
-3,029,740
1986
$9.76M ﹤0.01%
501,012
+25,470
1987
$9.76M ﹤0.01%
455,651
+5,721
1988
$9.74M ﹤0.01%
162,742
+65,902
1989
$9.73M ﹤0.01%
154,038
+26,558
1990
$9.7M ﹤0.01%
408,860
-13,476
1991
$9.69M ﹤0.01%
78,131
+3,907
1992
$9.67M ﹤0.01%
127,053
-4,920
1993
$9.66M ﹤0.01%
339,600
-2,359,580
1994
$9.66M ﹤0.01%
556,913
+2,227
1995
$9.66M ﹤0.01%
125,469
+24,330
1996
$9.65M ﹤0.01%
289,383
-86,325
1997
$9.61M ﹤0.01%
154,731
+7,516
1998
$9.6M ﹤0.01%
66,838
+11,300
1999
$9.56M ﹤0.01%
442,829
-4,682
2000
$9.56M ﹤0.01%
283,814
+100,615