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
$412B
AUM Growth
+$9.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,846
New
Increased
Reduced
Closed

Top Buys

1 +$2.14B
2 +$810M
3 +$773M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$667M
5
MSFT icon
Microsoft
MSFT
+$600M

Top Sells

1 +$1.14B
2 +$968M
3 +$779M
4
MBB icon
iShares MBS ETF
MBB
+$777M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$765M

Sector Composition

1 Financials 9.93%
2 Technology 9.36%
3 Healthcare 8.43%
4 Industrials 8.4%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$9.56M ﹤0.01%
198,171
+29,609
2002
$9.56M ﹤0.01%
88,710
+1,071
2003
$9.53M ﹤0.01%
157,113
+67,406
2004
$9.52M ﹤0.01%
634,356
+136,843
2005
$9.47M ﹤0.01%
269,038
-8,643
2006
$9.47M ﹤0.01%
328,207
-17,663
2007
$9.43M ﹤0.01%
329,104
+45,392
2008
$9.39M ﹤0.01%
346,998
+30,936
2009
$9.37M ﹤0.01%
242,132
+16,035
2010
$9.37M ﹤0.01%
1,053,929
+1,049,211
2011
$9.32M ﹤0.01%
460,153
-161,408
2012
$9.32M ﹤0.01%
307,300
-68,862
2013
$9.29M ﹤0.01%
256,929
+527
2014
$9.29M ﹤0.01%
485,916
+56,409
2015
$9.28M ﹤0.01%
771,097
+154,509
2016
$9.24M ﹤0.01%
578,491
-11,154
2017
$9.24M ﹤0.01%
229,304
+27,293
2018
$9.22M ﹤0.01%
103,317
+13,382
2019
$9.21M ﹤0.01%
1,225,765
-35,978
2020
$9.18M ﹤0.01%
251,604
+92,612
2021
$9.17M ﹤0.01%
648,407
+69,681
2022
$9.16M ﹤0.01%
576,441
+44,463
2023
$9.15M ﹤0.01%
141,806
+49,152
2024
$9.15M ﹤0.01%
565,673
-163,803
2025
$9.15M ﹤0.01%
279,934
-28,475