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
$228B
AUM Growth
+$2.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,600
New
Increased
Reduced
Closed

Top Buys

1 +$548M
2 +$407M
3 +$357M
4
META icon
Meta Platforms (Facebook)
META
+$327M
5
LMT icon
Lockheed Martin
LMT
+$327M

Top Sells

1 +$724M
2 +$616M
3 +$424M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$402M
5
JNPR
Juniper Networks
JNPR
+$393M

Sector Composition

1 Industrials 9.31%
2 Technology 8.11%
3 Healthcare 8.05%
4 Energy 7.98%
5 Financials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$4.14M ﹤0.01%
462,123
+47,395
2002
$4.13M ﹤0.01%
73,402
+52,859
2003
$4.12M ﹤0.01%
451,474
+21,348
2004
$4.12M ﹤0.01%
61,659
+60,873
2005
$4.12M ﹤0.01%
33,545
-8,551
2006
$4.11M ﹤0.01%
516,541
+15,275
2007
$4.11M ﹤0.01%
111,564
-8,179
2008
$4.1M ﹤0.01%
293,685
-114,384
2009
$4.1M ﹤0.01%
143,838
-45,896
2010
$4.1M ﹤0.01%
353,378
-34,905
2011
$4.1M ﹤0.01%
186,585
+14,148
2012
$4.09M ﹤0.01%
155,689
-89,077
2013
$4.08M ﹤0.01%
121,161
+85,988
2014
$4.07M ﹤0.01%
277,177
-384,569
2015
$4.05M ﹤0.01%
143,969
-6,014
2016
$4.04M ﹤0.01%
92,767
+29,150
2017
$4.02M ﹤0.01%
60,932
+504
2018
$4.02M ﹤0.01%
131,950
-39,201
2019
$4.01M ﹤0.01%
6,307
+1,370
2020
$4.01M ﹤0.01%
82,622
-6,640
2021
$4M ﹤0.01%
84,484
-13,546
2022
$4M ﹤0.01%
+156,796
2023
$4M ﹤0.01%
252,903
+57,846
2024
$3.99M ﹤0.01%
36,809
+16,335
2025
$3.99M ﹤0.01%
32,867
+6,288