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
$597B
AUM Growth
+$73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,805
New
Increased
Reduced
Closed

Top Sells

1 +$3.48B
2 +$3.21B
3 +$1.59B
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.53B
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.39B

Sector Composition

1 Technology 10.4%
2 Financials 8.1%
3 Healthcare 7.77%
4 Industrials 6.38%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$11.7M ﹤0.01%
529,114
+284,111
2002
$11.7M ﹤0.01%
188,982
-18,105
2003
$11.6M ﹤0.01%
474,761
-224,388
2004
$11.6M ﹤0.01%
825,636
+156,204
2005
$11.6M ﹤0.01%
132,254
+66,382
2006
$11.6M ﹤0.01%
996,022
+7,499
2007
$11.6M ﹤0.01%
229,856
+474
2008
$11.6M ﹤0.01%
195,692
+72,194
2009
$11.6M ﹤0.01%
739,941
+116,599
2010
$11.6M ﹤0.01%
317,793
+35,992
2011
$11.6M ﹤0.01%
366,426
+38,544
2012
$11.6M ﹤0.01%
246,989
-9,546
2013
$11.5M ﹤0.01%
961,610
-70,120
2014
$11.5M ﹤0.01%
327,983
+59,926
2015
$11.5M ﹤0.01%
140,670
+3,801
2016
$11.5M ﹤0.01%
853,780
-7,957
2017
$11.5M ﹤0.01%
366,752
-171,502
2018
$11.5M ﹤0.01%
279,222
+197,041
2019
$11.5M ﹤0.01%
595,213
-40,525
2020
$11.5M ﹤0.01%
138,720
+50,722
2021
$11.5M ﹤0.01%
70,857
+15,024
2022
$11.5M ﹤0.01%
397,925
+390,325
2023
$11.5M ﹤0.01%
114,113
+29,617
2024
$11.4M ﹤0.01%
462,446
+31,162
2025
$11.4M ﹤0.01%
871,767
-20,562