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
$893B
AUM Growth
+$57.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,571
New
Increased
Reduced
Closed

Top Buys

1 +$1.4B
2 +$1.17B
3 +$784M
4
CLF icon
Cleveland-Cliffs
CLF
+$667M
5
COP icon
ConocoPhillips
COP
+$609M

Top Sells

1 +$2.76B
2 +$1.83B
3 +$1.45B
4
AMZN icon
Amazon
AMZN
+$1.05B
5
JPM icon
JPMorgan Chase
JPM
+$940M

Sector Composition

1 Technology 12.64%
2 Financials 7.97%
3 Healthcare 7.14%
4 Consumer Discretionary 6.18%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$17.1M ﹤0.01%
181,485
-7,569
1977
$17.1M ﹤0.01%
51,876
+45,392
1978
$17M ﹤0.01%
326,493
+19,126
1979
$17M ﹤0.01%
534,659
-67,854
1980
$17M ﹤0.01%
87,575
-11,857
1981
$17M ﹤0.01%
1,761,606
-249,749
1982
$17M ﹤0.01%
216,131
+17,800
1983
$16.9M ﹤0.01%
762,433
-153,389
1984
$16.9M ﹤0.01%
771,485
+17,081
1985
$16.9M ﹤0.01%
1,685,648
-97,435
1986
$16.9M ﹤0.01%
104,916
-15,944
1987
$16.8M ﹤0.01%
712,135
-219,109
1988
$16.8M ﹤0.01%
1,140,062
-1,508,200
1989
$16.8M ﹤0.01%
1,073,686
-183,195
1990
$16.8M ﹤0.01%
321,843
-24,044
1991
$16.8M ﹤0.01%
243,324
-220,104
1992
$16.8M ﹤0.01%
122,681
-18,960
1993
$16.7M ﹤0.01%
455,587
-29,902
1994
$16.7M ﹤0.01%
1,196,713
-122,436
1995
$16.7M ﹤0.01%
98,469
-20,577
1996
$16.7M ﹤0.01%
11,830,215
+1,762,995
1997
$16.7M ﹤0.01%
432,959
-46,301
1998
$16.7M ﹤0.01%
331,832
+68,205
1999
$16.6M ﹤0.01%
83,486
-1,054
2000
$16.6M ﹤0.01%
224,184
-55,118