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
$449B
AUM Growth
+$36.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,636
New
Increased
Reduced
Closed

Top Buys

1 +$3.89B
2 +$1.25B
3 +$1.13B
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.07B
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.03B

Top Sells

1 +$1.1B
2 +$718M
3 +$707M
4
WFC icon
Wells Fargo
WFC
+$683M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$655M

Sector Composition

1 Financials 9.3%
2 Technology 9.26%
3 Healthcare 8.44%
4 Industrials 8.23%
5 Consumer Staples 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$10.7M ﹤0.01%
1,296,907
+460,832
1977
$10.7M ﹤0.01%
442,778
+33,918
1978
$10.7M ﹤0.01%
423,462
+235,840
1979
$10.7M ﹤0.01%
1,131,430
+312,426
1980
$10.7M ﹤0.01%
76,732
-8,740
1981
$10.6M ﹤0.01%
717,438
+151,765
1982
$10.6M ﹤0.01%
668,599
-267,722
1983
$10.6M ﹤0.01%
323,294
+263,589
1984
$10.6M ﹤0.01%
499,995
-35,647
1985
$10.6M ﹤0.01%
69,251
-4,036
1986
$10.6M ﹤0.01%
80,278
+10,231
1987
$10.6M ﹤0.01%
549,019
-16,462
1988
$10.5M ﹤0.01%
473,323
-27,689
1989
$10.5M ﹤0.01%
223,578
+158,394
1990
$10.5M ﹤0.01%
349,884
+61,634
1991
$10.5M ﹤0.01%
307,447
-19,739
1992
$10.5M ﹤0.01%
398,776
+83,349
1993
$10.5M ﹤0.01%
197,067
-109,303
1994
$10.5M ﹤0.01%
547,582
-59,863
1995
$10.5M ﹤0.01%
436,028
+167,848
1996
$10.4M ﹤0.01%
286,677
+2,447
1997
$10.4M ﹤0.01%
545,774
+162,791
1998
$10.4M ﹤0.01%
780,999
-6,200
1999
$10.4M ﹤0.01%
25,180
+13,529
2000
$10.4M ﹤0.01%
257,390
-31,993