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
$1.02T
AUM Growth
+$135B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,326
New
Increased
Reduced
Closed

Top Buys

1 +$4.18B
2 +$2.55B
3 +$1.57B
4
VTV icon
Vanguard Value ETF
VTV
+$1.41B
5
GS icon
Goldman Sachs
GS
+$1.26B

Top Sells

1 +$1.42B
2 +$1.05B
3 +$914M
4
UNH icon
UnitedHealth
UNH
+$822M
5
NVDA icon
NVIDIA
NVDA
+$761M

Sector Composition

1 Technology 14.91%
2 Financials 8.1%
3 Healthcare 7.11%
4 Consumer Discretionary 6.24%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$19.6M ﹤0.01%
553,462
+213,305
1977
$19.6M ﹤0.01%
516,459
+228,931
1978
$19.6M ﹤0.01%
1,255,131
+576,519
1979
$19.6M ﹤0.01%
439,933
+77,163
1980
$19.6M ﹤0.01%
202,815
+80,468
1981
$19.6M ﹤0.01%
1,565,686
+1,078,415
1982
$19.5M ﹤0.01%
132,216
-182,879
1983
$19.5M ﹤0.01%
285,876
+111,725
1984
$19.5M ﹤0.01%
304,970
-37,598
1985
$19.5M ﹤0.01%
1,618,522
+3,597
1986
$19.5M ﹤0.01%
115,833
+42,823
1987
$19.5M ﹤0.01%
190,809
+18,915
1988
$19.5M ﹤0.01%
182,726
+107,190
1989
$19.4M ﹤0.01%
405,332
+221,874
1990
$19.4M ﹤0.01%
872,464
+14,010
1991
$19.4M ﹤0.01%
106,879
+26,844
1992
$19.3M ﹤0.01%
595,791
-108,873
1993
$19.3M ﹤0.01%
1,746,876
+39,933
1994
$19.3M ﹤0.01%
830,837
+302,756
1995
$19.3M ﹤0.01%
164,686
-19,577
1996
$19.3M ﹤0.01%
460,243
+360,405
1997
$19.2M ﹤0.01%
606,710
-261,530
1998
$19.2M ﹤0.01%
403,395
-1,757
1999
$19.2M ﹤0.01%
170,788
-52,749
2000
$19.2M ﹤0.01%
603,148
+4,166