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
$619B
AUM Growth
+$7.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,842
New
Increased
Reduced
Closed

Top Buys

1 +$5.35B
2 +$2.38B
3 +$758M
4
UPS icon
United Parcel Service
UPS
+$685M
5
BABA icon
Alibaba
BABA
+$566M

Top Sells

1 +$1.41B
2 +$1.17B
3 +$638M
4
QCOM icon
Qualcomm
QCOM
+$599M
5
AMAT icon
Applied Materials
AMAT
+$515M

Sector Composition

1 Technology 10.06%
2 Financials 8.62%
3 Healthcare 7.36%
4 Industrials 6.49%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$11.9M ﹤0.01%
312,319
+34,143
1977
$11.9M ﹤0.01%
921,848
+296,787
1978
$11.9M ﹤0.01%
567,743
+100,917
1979
$11.8M ﹤0.01%
913,814
+63,646
1980
$11.8M ﹤0.01%
209,817
+42,207
1981
$11.8M ﹤0.01%
1,119,669
+241,761
1982
$11.7M ﹤0.01%
1,024,246
-26,324
1983
$11.7M ﹤0.01%
923,352
-193,883
1984
$11.7M ﹤0.01%
204,322
-30,634
1985
$11.7M ﹤0.01%
89,638
-23,474
1986
$11.7M ﹤0.01%
1,895,875
-837,288
1987
$11.7M ﹤0.01%
479,821
-1,351
1988
$11.7M ﹤0.01%
92,702
-4,222
1989
$11.7M ﹤0.01%
362,184
+4,049
1990
$11.7M ﹤0.01%
7,473,577
+3,693,194
1991
$11.7M ﹤0.01%
405,191
+23,892
1992
$11.7M ﹤0.01%
366,579
-17,958
1993
$11.6M ﹤0.01%
923,984
+218,387
1994
$11.6M ﹤0.01%
538,311
-48,187
1995
$11.5M ﹤0.01%
564,405
+78,942
1996
$11.5M ﹤0.01%
251,793
-5,822
1997
$11.5M ﹤0.01%
1,670,699
+184,607
1998
$11.5M ﹤0.01%
446,149
+151,610
1999
$11.5M ﹤0.01%
596,244
+172,368
2000
$11.5M ﹤0.01%
195,843
-207,118