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
$842B
AUM Growth
-$28.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,214
New
Increased
Reduced
Closed

Top Sells

1 +$5.3B
2 +$3.4B
3 +$3.18B
4
VTV icon
Vanguard Value ETF
VTV
+$2.7B
5
NVDA icon
NVIDIA
NVDA
+$2.4B

Sector Composition

1 Technology 13.87%
2 Financials 7.47%
3 Healthcare 7.43%
4 Consumer Discretionary 6.09%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$14.3M ﹤0.01%
501,440
+55,380
1977
$14.3M ﹤0.01%
117,604
+21,551
1978
$14.3M ﹤0.01%
763,426
+194,843
1979
$14.3M ﹤0.01%
259,854
+77,465
1980
$14.2M ﹤0.01%
281,823
+4,053
1981
$14.2M ﹤0.01%
789,468
+229,455
1982
$14.2M ﹤0.01%
460,891
-22,477
1983
$14.2M ﹤0.01%
745,358
+19,497
1984
$14.1M ﹤0.01%
573,906
+54,696
1985
$14.1M ﹤0.01%
1,137,096
+670,007
1986
$14.1M ﹤0.01%
948,481
+540,743
1987
$14.1M ﹤0.01%
369,559
-68,487
1988
$14.1M ﹤0.01%
983,039
+112,577
1989
$14.1M ﹤0.01%
527,689
-128,255
1990
$14.1M ﹤0.01%
313,191
+4,614
1991
$14.1M ﹤0.01%
98,076
-35,615
1992
$14.1M ﹤0.01%
427,706
-521,524
1993
$14M ﹤0.01%
345,592
+42,160
1994
$14M ﹤0.01%
346,862
-199,780
1995
$14M ﹤0.01%
231,982
-34,484
1996
$14M ﹤0.01%
705,126
+8,961
1997
$14M ﹤0.01%
491,665
-499,607
1998
$13.9M ﹤0.01%
913,944
-258,768
1999
$13.9M ﹤0.01%
493,249
-103,292
2000
$13.9M ﹤0.01%
590,836
+87,855