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
$448B
AUM Growth
-$1.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,522
New
Increased
Reduced
Closed

Top Buys

1 +$2.17B
2 +$1.58B
3 +$637M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$633M
5
ETP
Energy Transfer Partners, L.P.
ETP
+$574M

Top Sells

1 +$1.38B
2 +$866M
3 +$783M
4
MBB icon
iShares MBS ETF
MBB
+$736M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$731M

Sector Composition

1 Financials 9.54%
2 Technology 9.46%
3 Healthcare 8.74%
4 Industrials 8.16%
5 Consumer Staples 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$10.4M ﹤0.01%
552,015
-28,006
2002
$10.4M ﹤0.01%
520,205
-13,901
2003
$10.4M ﹤0.01%
+620,000
2004
$10.4M ﹤0.01%
210,438
+33,921
2005
$10.4M ﹤0.01%
270,971
-13,648
2006
$10.4M ﹤0.01%
192,666
+6,176
2007
$10.4M ﹤0.01%
227,277
-38,375
2008
$10.4M ﹤0.01%
406,361
+38,594
2009
$10.4M ﹤0.01%
572,972
+5,918
2010
$10.4M ﹤0.01%
176,358
+142
2011
$10.3M ﹤0.01%
118,592
-856
2012
$10.3M ﹤0.01%
624,835
-2,434
2013
$10.3M ﹤0.01%
405,670
+24,858
2014
$10.3M ﹤0.01%
307,393
-197,114
2015
$10.3M ﹤0.01%
343,859
+6,152
2016
$10.3M ﹤0.01%
255,265
+39,078
2017
$10.2M ﹤0.01%
143,609
+32,680
2018
$10.2M ﹤0.01%
200,792
+594
2019
$10.2M ﹤0.01%
447,232
+15,179
2020
$10.2M ﹤0.01%
669,843
+31,128
2021
$10.2M ﹤0.01%
1,027,415
+122,842
2022
$10.2M ﹤0.01%
311,377
+107,958
2023
$10.2M ﹤0.01%
233,771
+15,436
2024
$10.2M ﹤0.01%
330,830
+57,319
2025
$10.2M ﹤0.01%
256,545
+14,669