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
$574B
AUM Growth
+$126B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,646
New
Increased
Reduced
Closed

Top Buys

1 +$5.53B
2 +$3.62B
3 +$3.09B
4
VTV icon
Vanguard Value ETF
VTV
+$2.91B
5
MBB icon
iShares MBS ETF
MBB
+$2.82B

Sector Composition

1 Technology 9.49%
2 Financials 9.05%
3 Healthcare 8.14%
4 Industrials 7.69%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$12.4M ﹤0.01%
1,188,046
-542,088
2002
$12.3M ﹤0.01%
422,851
+75,713
2003
$12.3M ﹤0.01%
316,979
+298,882
2004
$12.3M ﹤0.01%
317,693
+197,538
2005
$12.3M ﹤0.01%
471,835
-7,391
2006
$12.3M ﹤0.01%
117,615
+40,987
2007
$12.3M ﹤0.01%
173,192
+143,531
2008
$12.3M ﹤0.01%
618,484
+200,509
2009
$12.3M ﹤0.01%
1,804,878
-238,619
2010
$12.3M ﹤0.01%
494,897
+140,654
2011
$12.2M ﹤0.01%
1,014,235
-34,714
2012
$12.2M ﹤0.01%
210,864
+7,543
2013
$12.2M ﹤0.01%
369,928
+127,521
2014
$12.2M ﹤0.01%
247,464
+94,950
2015
$12.1M ﹤0.01%
472,846
+177,382
2016
$12.1M ﹤0.01%
434,718
-10,349
2017
$12.1M ﹤0.01%
322,645
-26,686
2018
$12.1M ﹤0.01%
469,101
+27,314
2019
$12M ﹤0.01%
93,441
+21,679
2020
$12M ﹤0.01%
450,618
+58,103
2021
$12M ﹤0.01%
801,228
+480,070
2022
$12M ﹤0.01%
423,135
-19,259
2023
$12M ﹤0.01%
336,115
-15,076
2024
$12M ﹤0.01%
771,603
+333,728
2025
$11.9M ﹤0.01%
1,058,196
+64,125