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
$193B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,207
New
Increased
Reduced
Closed

Top Buys

1
+$6.55B
2
+$3.96B
3
+$2.47B
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.24B
5
PFE icon
Pfizer
PFE
+$2.12B

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.38%
2 Healthcare 8.32%
3 Energy 8.22%
4 Industrials 8.11%
5 Financials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$3.36M ﹤0.01%
+1,447,904
2002
$3.35M ﹤0.01%
+123,074
2003
$3.34M ﹤0.01%
+123,732
2004
$3.34M ﹤0.01%
+166,779
2005
$3.34M ﹤0.01%
+51,788
2006
$3.33M ﹤0.01%
+383,504
2007
$3.33M ﹤0.01%
+304,713
2008
$3.33M ﹤0.01%
+17,655
2009
$3.33M ﹤0.01%
+73,795
2010
$3.32M ﹤0.01%
+108,640
2011
$3.32M ﹤0.01%
+108,954
2012
$3.3M ﹤0.01%
+184,601
2013
$3.3M ﹤0.01%
+63,217
2014
$3.3M ﹤0.01%
+157,399
2015
$3.3M ﹤0.01%
+105,387
2016
$3.3M ﹤0.01%
+162,179
2017
$3.29M ﹤0.01%
+58,131
2018
$3.29M ﹤0.01%
+79,620
2019
$3.29M ﹤0.01%
+11,257
2020
$3.29M ﹤0.01%
+196,253
2021
$3.28M ﹤0.01%
+94,513
2022
$3.28M ﹤0.01%
+78,313
2023
$3.28M ﹤0.01%
+74,345
2024
$3.28M ﹤0.01%
+137,177
2025
$3.27M ﹤0.01%
+166,485
79 80
81
82 83