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
$557B
AUM Growth
+$25.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,819
New
Increased
Reduced
Closed

Top Sells

1 +$761M
2 +$680M
3 +$579M
4
TIF
Tiffany & Co.
TIF
+$567M
5
PAYX icon
Paychex
PAYX
+$531M

Sector Composition

1 Technology 10.08%
2 Financials 8.59%
3 Healthcare 7.1%
4 Industrials 7.06%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$11.5M ﹤0.01%
351,243
-106,011
2002
$11.5M ﹤0.01%
135,170
+13,467
2003
$11.5M ﹤0.01%
67,610
-41,408
2004
$11.5M ﹤0.01%
529,261
-2,582
2005
$11.5M ﹤0.01%
224,528
-103,145
2006
$11.5M ﹤0.01%
472,744
+68,993
2007
$11.4M ﹤0.01%
731,640
+214,639
2008
$11.4M ﹤0.01%
441,570
-155,292
2009
$11.4M ﹤0.01%
35,552
+18,484
2010
$11.4M ﹤0.01%
465,615
-109,035
2011
$11.3M ﹤0.01%
598,156
-232,198
2012
$11.3M ﹤0.01%
741,340
+372,734
2013
$11.3M ﹤0.01%
402,091
-69,944
2014
$11.3M ﹤0.01%
99,674
+2,724
2015
$11.2M ﹤0.01%
228,263
+104,385
2016
$11.2M ﹤0.01%
346,969
-10,243
2017
$11.2M ﹤0.01%
841,845
+218,155
2018
$11.2M ﹤0.01%
186,315
+2,014
2019
$11.2M ﹤0.01%
440,057
-15,591
2020
$11.2M ﹤0.01%
1,001,366
-58,679
2021
$11.1M ﹤0.01%
597,617
-25,540
2022
$11.1M ﹤0.01%
145,786
+23,578
2023
$11.1M ﹤0.01%
346,038
-75,925
2024
$11.1M ﹤0.01%
234,065
-23,027
2025
$11.1M ﹤0.01%
127,631
-25,635