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Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 25.25%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$612B
AUM Growth
+$14.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,782
New
Increased
Reduced
Closed

Top Sells

1 +$6.7B
2 +$1.37B
3 +$1.27B
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.07B
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$862M

Sector Composition

1 Technology 10.57%
2 Financials 8.55%
3 Healthcare 7.62%
4 Industrials 6.43%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$11.9M ﹤0.01%
581,172
+58,670
2002
$11.9M ﹤0.01%
205,082
-54,322
2003
$11.9M ﹤0.01%
373,738
+7,312
2004
$11.9M ﹤0.01%
178,185
-5,100
2005
$11.9M ﹤0.01%
374,549
+113,747
2006
$11.9M ﹤0.01%
273,191
-30,531
2007
$11.9M ﹤0.01%
10,525
+1,279
2008
$11.9M ﹤0.01%
148,552
-31,173
2009
$11.9M ﹤0.01%
730,928
+63,587
2010
$11.9M ﹤0.01%
192,455
+3,473
2011
$11.8M ﹤0.01%
162,532
+120,182
2012
$11.8M ﹤0.01%
361,293
+23,335
2013
$11.8M ﹤0.01%
481,172
+80,367
2014
$11.8M ﹤0.01%
136,548
+109,878
2015
$11.8M ﹤0.01%
470,522
+8,076
2016
$11.8M ﹤0.01%
520,523
+209,639
2017
$11.8M ﹤0.01%
269,393
-28,127
2018
$11.8M ﹤0.01%
105,557
+554
2019
$11.8M ﹤0.01%
877,908
-13,374,186
2020
$11.7M ﹤0.01%
304,296
+20,987
2021
$11.7M ﹤0.01%
136,461
+11,569
2022
$11.7M ﹤0.01%
91,404
+5,631
2023
$11.7M ﹤0.01%
257,615
+41,702
2024
$11.7M ﹤0.01%
167,610
-91,310
2025
$11.7M ﹤0.01%
291,349
+25,462