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
$449B
AUM Growth
+$36.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,636
New
Increased
Reduced
Closed

Top Buys

1 +$3.89B
2 +$1.25B
3 +$1.13B
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.07B
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.03B

Top Sells

1 +$1.1B
2 +$718M
3 +$707M
4
WFC icon
Wells Fargo
WFC
+$683M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$655M

Sector Composition

1 Financials 9.3%
2 Technology 9.26%
3 Healthcare 8.44%
4 Industrials 8.23%
5 Consumer Staples 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$10.4M ﹤0.01%
241,794
+111,672
2002
$10.4M ﹤0.01%
139,737
-15,772
2003
$10.4M ﹤0.01%
284,619
+7,613
2004
$10.4M ﹤0.01%
304,470
-60,312
2005
$10.4M ﹤0.01%
739,100
+258,831
2006
$10.4M ﹤0.01%
1,682,197
+340,398
2007
$10.4M ﹤0.01%
521,734
+464,386
2008
$10.3M ﹤0.01%
367,332
-37,407
2009
$10.3M ﹤0.01%
172,715
+54,596
2010
$10.3M ﹤0.01%
170,507
-110,584
2011
$10.2M ﹤0.01%
200,198
-21,247
2012
$10.2M ﹤0.01%
110,888
-23,093
2013
$10.2M ﹤0.01%
176,776
+48,094
2014
$10.2M ﹤0.01%
158,089
+70,579
2015
$10.2M ﹤0.01%
+467,045
2016
$10.2M ﹤0.01%
176,216
-9,830
2017
$10.2M ﹤0.01%
1,067,055
-33,341
2018
$10.2M ﹤0.01%
172,650
+20,507
2019
$10.2M ﹤0.01%
308,632
+178,151
2020
$10.1M ﹤0.01%
796,304
+105,908
2021
$10.1M ﹤0.01%
330,816
+44,165
2022
$10.1M ﹤0.01%
475,883
-784,266
2023
$10.1M ﹤0.01%
84,167
+6,036
2024
$10.1M ﹤0.01%
355,694
-67,475
2025
$10.1M ﹤0.01%
231,166
+40,459