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
$225B
AUM Growth
+$20.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,640
New
Increased
Reduced
Closed

Top Buys

1 +$710M
2 +$522M
3 +$441M
4
JNPR
Juniper Networks
JNPR
+$355M
5
ADP icon
Automatic Data Processing
ADP
+$296M

Top Sells

1 +$642M
2 +$375M
3 +$322M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$320M
5
MMM icon
3M
MMM
+$316M

Sector Composition

1 Industrials 9.08%
2 Technology 8.34%
3 Energy 8.07%
4 Financials 7.88%
5 Healthcare 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$3.93M ﹤0.01%
+39,107
2002
$3.92M ﹤0.01%
122,994
+18,776
2003
$3.92M ﹤0.01%
34,130
+1,022
2004
$3.92M ﹤0.01%
84,968
-16,608
2005
$3.92M ﹤0.01%
113,373
-9,252
2006
$3.92M ﹤0.01%
92,967
+9,469
2007
$3.91M ﹤0.01%
75,180
-1,977
2008
$3.91M ﹤0.01%
115,969
+10,562
2009
$3.91M ﹤0.01%
110,045
-34,608
2010
$3.91M ﹤0.01%
271,439
-123,129
2011
$3.91M ﹤0.01%
73,396
+50,886
2012
$3.9M ﹤0.01%
123,578
-23,655
2013
$3.89M ﹤0.01%
430,126
-9,025
2014
$3.89M ﹤0.01%
105,136
+55,545
2015
$3.88M ﹤0.01%
81,159
+2,039
2016
$3.88M ﹤0.01%
152,550
-254,269
2017
$3.88M ﹤0.01%
153,252
+62,430
2018
$3.88M ﹤0.01%
146,509
-120,217
2019
$3.85M ﹤0.01%
114,176
+57,908
2020
$3.85M ﹤0.01%
69,659
-71,720
2021
$3.84M ﹤0.01%
256,182
-82,282
2022
$3.84M ﹤0.01%
394,385
+157,260
2023
$3.84M ﹤0.01%
232,180
-241,572
2024
$3.83M ﹤0.01%
112,372
+106,125
2025
$3.82M ﹤0.01%
100,233
+942