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
$448B
AUM Growth
-$1.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,522
New
Increased
Reduced
Closed

Top Buys

1 +$2.17B
2 +$1.58B
3 +$637M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$633M
5
ETP
Energy Transfer Partners, L.P.
ETP
+$574M

Top Sells

1 +$1.38B
2 +$866M
3 +$783M
4
MBB icon
iShares MBS ETF
MBB
+$736M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$731M

Sector Composition

1 Financials 9.54%
2 Technology 9.46%
3 Healthcare 8.74%
4 Industrials 8.16%
5 Consumer Staples 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$10.8M ﹤0.01%
451,047
+90,212
1977
$10.8M ﹤0.01%
384,166
+94,474
1978
$10.8M ﹤0.01%
243,850
+91,925
1979
$10.7M ﹤0.01%
392,515
+71,057
1980
$10.7M ﹤0.01%
669,909
+437,239
1981
$10.7M ﹤0.01%
158,445
-12,062
1982
$10.7M ﹤0.01%
166,095
-11,919
1983
$10.7M ﹤0.01%
466,985
-97,145
1984
$10.7M ﹤0.01%
306,616
+188,474
1985
$10.7M ﹤0.01%
383,860
-23,503
1986
$10.7M ﹤0.01%
558,147
-16,128
1987
$10.7M ﹤0.01%
175,321
-4,090
1988
$10.7M ﹤0.01%
+321,724
1989
$10.6M ﹤0.01%
441,787
+10,990
1990
$10.6M ﹤0.01%
901,373
-269,778
1991
$10.6M ﹤0.01%
80,510
-49,173
1992
$10.6M ﹤0.01%
553,957
-34,835
1993
$10.6M ﹤0.01%
510,172
+37,724
1994
$10.6M ﹤0.01%
551,419
-63,772
1995
$10.5M ﹤0.01%
141,495
+950
1996
$10.5M ﹤0.01%
410,568
-104,240
1997
$10.5M ﹤0.01%
187,686
+102,350
1998
$10.5M ﹤0.01%
110,883
+4,609
1999
$10.4M ﹤0.01%
132,093
+1,428
2000
$10.4M ﹤0.01%
161,084
-16,679