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
$532B
AUM Growth
-$12.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,656
New
Increased
Reduced
Closed

Top Buys

1 +$8.94B
2 +$736M
3 +$711M
4
MRK icon
Merck
MRK
+$693M
5
NVDA icon
NVIDIA
NVDA
+$594M

Top Sells

1 +$5.01B
2 +$4.86B
3 +$1.71B
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.46B
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$873M

Sector Composition

1 Technology 10.09%
2 Financials 9.16%
3 Industrials 7.55%
4 Healthcare 7.36%
5 Consumer Discretionary 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$11.1M ﹤0.01%
218,084
+35,530
2002
$11.1M ﹤0.01%
356,540
-50,841
2003
$11.1M ﹤0.01%
4,408
+579
2004
$11.1M ﹤0.01%
400,671
-44,723
2005
$11.1M ﹤0.01%
161,746
+39,611
2006
$11.1M ﹤0.01%
379,187
-126,026
2007
$11.1M ﹤0.01%
195,120
-48,419
2008
$11.1M ﹤0.01%
159,056
-77,814
2009
$11M ﹤0.01%
158,171
-98,432
2010
$11M ﹤0.01%
136,943
-53,633
2011
$11M ﹤0.01%
113,858
-1,027
2012
$11M ﹤0.01%
400,628
+94,423
2013
$10.9M ﹤0.01%
555,168
-23,869
2014
$10.9M ﹤0.01%
420,474
-69,167
2015
$10.9M ﹤0.01%
662,753
-9,426
2016
$10.9M ﹤0.01%
96,950
-3,749
2017
$10.9M ﹤0.01%
200,203
-3,245
2018
$10.9M ﹤0.01%
209,240
+99,235
2019
$10.9M ﹤0.01%
161,023
+66,435
2020
$10.9M ﹤0.01%
51,655
-6,961
2021
$10.9M ﹤0.01%
467,448
+260,889
2022
$10.8M ﹤0.01%
453,514
+54,542
2023
$10.8M ﹤0.01%
348,661
+136,643
2024
$10.8M ﹤0.01%
341,730
-77,692
2025
$10.8M ﹤0.01%
272,565
+23,664