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
$594B
AUM Growth
+$36.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,888
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.97%
2 Financials 8.51%
3 Healthcare 7.76%
4 Industrials 7.14%
5 Consumer Discretionary 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$11.9M ﹤0.01%
406,315
+125,312
2002
$11.9M ﹤0.01%
240,392
-8,853
2003
$11.9M ﹤0.01%
421,502
+85,362
2004
$11.9M ﹤0.01%
763,477
-31,982
2005
$11.8M ﹤0.01%
92,639
-7,035
2006
$11.8M ﹤0.01%
74,783
-16,967
2007
$11.8M ﹤0.01%
12,936
-5,640
2008
$11.8M ﹤0.01%
763,294
-104,477
2009
$11.8M ﹤0.01%
321,759
-66,587
2010
$11.8M ﹤0.01%
794,293
-47,552
2011
$11.8M ﹤0.01%
129,962
+2,331
2012
$11.7M ﹤0.01%
424,405
-7,114
2013
$11.7M ﹤0.01%
13,394,092
+3,919,807
2014
$11.7M ﹤0.01%
818,812
+132,442
2015
$11.7M ﹤0.01%
259,400
+174,751
2016
$11.6M ﹤0.01%
546,317
+16,046
2017
$11.6M ﹤0.01%
213,185
+21,494
2018
$11.6M ﹤0.01%
25,610
+1,319
2019
$11.6M ﹤0.01%
245,868
+71,134
2020
$11.6M ﹤0.01%
279,990
+8,287
2021
$11.6M ﹤0.01%
235,191
+42,690
2022
$11.5M ﹤0.01%
168,543
-21,772
2023
$11.5M ﹤0.01%
191,873
+4,629
2024
$11.5M ﹤0.01%
134,961
+93,101
2025
$11.5M ﹤0.01%
342,721
+155,200