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
$524B
AUM Growth
-$69.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,883
New
Increased
Reduced
Closed

Top Sells

1 +$3.28B
2 +$794M
3 +$578M
4
HSBC icon
HSBC
HSBC
+$533M
5
EMR icon
Emerson Electric
EMR
+$519M

Sector Composition

1 Technology 9.1%
2 Healthcare 7.98%
3 Financials 7.97%
4 Industrials 6.13%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$9.86M ﹤0.01%
428,184
-71,972
1977
$9.84M ﹤0.01%
386,744
+87,553
1978
$9.84M ﹤0.01%
188,101
+8,153
1979
$9.83M ﹤0.01%
608,006
-25,389
1980
$9.81M ﹤0.01%
352,752
+138,721
1981
$9.8M ﹤0.01%
487,146
-89,773
1982
$9.79M ﹤0.01%
237,882
-137,814
1983
$9.79M ﹤0.01%
920,668
-128,348
1984
$9.78M ﹤0.01%
402,439
+144,990
1985
$9.77M ﹤0.01%
212,542
-16,786
1986
$9.77M ﹤0.01%
302,245
+12,389
1987
$9.73M ﹤0.01%
96,542
+6,378
1988
$9.72M ﹤0.01%
276,754
-2,601
1989
$9.7M ﹤0.01%
338,115
+23,211
1990
$9.69M ﹤0.01%
150,464
+50,806
1991
$9.68M ﹤0.01%
25,677
+67
1992
$9.68M ﹤0.01%
430,066
-50,283
1993
$9.68M ﹤0.01%
752,024
+93,802
1994
$9.68M ﹤0.01%
229,382
-31,001
1995
$9.65M ﹤0.01%
808,364
-635,684
1996
$9.63M ﹤0.01%
318,656
+59,968
1997
$9.63M ﹤0.01%
174,161
+665
1998
$9.63M ﹤0.01%
333,732
+31,389
1999
$9.62M ﹤0.01%
106,749
+65,921
2000
$9.6M ﹤0.01%
302,234
+30,748