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
$557B
AUM Growth
+$25.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,819
New
Increased
Reduced
Closed

Top Sells

1 +$761M
2 +$680M
3 +$579M
4
TIF
Tiffany & Co.
TIF
+$567M
5
PAYX icon
Paychex
PAYX
+$531M

Sector Composition

1 Technology 10.08%
2 Financials 8.59%
3 Healthcare 7.1%
4 Industrials 7.06%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$11.8M ﹤0.01%
917,800
-141,023
1977
$11.8M ﹤0.01%
239,117
+21,033
1978
$11.8M ﹤0.01%
1,213,221
+216,420
1979
$11.8M ﹤0.01%
701,507
-723,900
1980
$11.8M ﹤0.01%
668,676
+26,295
1981
$11.8M ﹤0.01%
643,033
-150,040
1982
$11.7M ﹤0.01%
298,886
+23,465
1983
$11.7M ﹤0.01%
642,220
-229,340
1984
$11.7M ﹤0.01%
397,079
+19,966
1985
$11.7M ﹤0.01%
1,428,212
-199,129
1986
$11.7M ﹤0.01%
138,951
+3,754
1987
$11.7M ﹤0.01%
271,703
+8,868
1988
$11.7M ﹤0.01%
241,991
-50,960
1989
$11.6M ﹤0.01%
135,852
-20,159
1990
$11.6M ﹤0.01%
275,601
+82,601
1991
$11.6M ﹤0.01%
267,471
+11,877
1992
$11.6M ﹤0.01%
574,542
-114,000
1993
$11.6M ﹤0.01%
557,768
+90,320
1994
$11.6M ﹤0.01%
181,928
-2,393
1995
$11.6M ﹤0.01%
622,535
+428,734
1996
$11.6M ﹤0.01%
193,405
-2,347
1997
$11.6M ﹤0.01%
455,145
-7,330
1998
$11.5M ﹤0.01%
294,969
+53,656
1999
$11.5M ﹤0.01%
2,398,753
-61,481
2000
$11.5M ﹤0.01%
311,932
+49,747