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
$946B
AUM Growth
+$18.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,138
New
Increased
Reduced
Closed

Top Buys

1 +$13.3B
2 +$13.3B
3 +$4.76B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.43B
5
AAPL icon
Apple
AAPL
+$2.51B

Sector Composition

1 Technology 13.23%
2 Financials 7.73%
3 Healthcare 7.49%
4 Industrials 5.77%
5 Consumer Discretionary 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$17.1M ﹤0.01%
170,832
+4,209
1977
$17.1M ﹤0.01%
304,709
-37,409
1978
$17M ﹤0.01%
206,766
-454,142
1979
$17M ﹤0.01%
1,023,206
+232,322
1980
$17M ﹤0.01%
104,830
+10,016
1981
$17M ﹤0.01%
414,419
-52,148
1982
$17M ﹤0.01%
244,373
+2,109
1983
$16.9M ﹤0.01%
279,285
+7,311
1984
$16.9M ﹤0.01%
163,197
+126,209
1985
$16.9M ﹤0.01%
183,174
-1,176
1986
$16.9M ﹤0.01%
495,378
-85,806
1987
$16.8M ﹤0.01%
86,606
+2,557
1988
$16.8M ﹤0.01%
355,966
+43,588
1989
$16.8M ﹤0.01%
572,049
+104,116
1990
$16.8M ﹤0.01%
1,334,152
+43,244
1991
$16.7M ﹤0.01%
683,342
+39,326
1992
$16.7M ﹤0.01%
884,789
-79,632
1993
$16.7M ﹤0.01%
488,775
+19,473
1994
$16.7M ﹤0.01%
521,947
-95,567
1995
$16.6M ﹤0.01%
498,975
-37,047
1996
$16.6M ﹤0.01%
570,608
-193,380
1997
$16.6M ﹤0.01%
851,474
-925,049
1998
$16.6M ﹤0.01%
2,130,794
-37,928
1999
$16.5M ﹤0.01%
285,572
+3,450
2000
$16.5M ﹤0.01%
794,623
+270,278