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
$253B
AUM Growth
+$26.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,404
New
Increased
Reduced
Closed

Top Buys

1 +$1.2B
2 +$1.03B
3 +$651M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$644M
5
VUG icon
Vanguard Growth ETF
VUG
+$541M

Sector Composition

1 Industrials 9.06%
2 Technology 8.88%
3 Healthcare 8.47%
4 Financials 7.45%
5 Energy 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$4.63M ﹤0.01%
127,915
-270,826
2002
$4.62M ﹤0.01%
39,334
+12,870
2003
$4.61M ﹤0.01%
870,024
2004
$4.61M ﹤0.01%
288,497
+94,564
2005
$4.61M ﹤0.01%
269,639
-135,949
2006
$4.61M ﹤0.01%
47,829
+2,472
2007
$4.6M ﹤0.01%
416,326
-525,797
2008
$4.6M ﹤0.01%
97,510
+442
2009
$4.59M ﹤0.01%
92,534
-45,723
2010
$4.55M ﹤0.01%
9,919
+7,335
2011
$4.55M ﹤0.01%
415,615
+404,922
2012
$4.55M ﹤0.01%
83,776
-8,642
2013
$4.55M ﹤0.01%
203,378
+20,157
2014
$4.53M ﹤0.01%
51,030
-83,757
2015
$4.53M ﹤0.01%
488,749
+469,029
2016
$4.53M ﹤0.01%
375,625
-334,069
2017
$4.53M ﹤0.01%
84,015
-13,710
2018
$4.5M ﹤0.01%
193,687
-22,185
2019
$4.5M ﹤0.01%
372,157
-149,546
2020
$4.48M ﹤0.01%
178,288
+82,156
2021
$4.48M ﹤0.01%
168,309
-220,163
2022
$4.47M ﹤0.01%
337,750
+31,346
2023
$4.45M ﹤0.01%
174,409
+44,753
2024
$4.45M ﹤0.01%
169,603
-119,238
2025
$4.45M ﹤0.01%
166,677
+9,827