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
$644B
AUM Growth
+$24.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,799
New
Increased
Reduced
Closed

Top Buys

1 +$1.56B
2 +$937M
3 +$619M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$597M
5
VFC icon
VF Corp
VFC
+$556M

Top Sells

1 +$5.82B
2 +$4.86B
3 +$4.78B
4
STI
SunTrust Banks, Inc.
STI
+$1.54B
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$841M

Sector Composition

1 Technology 10.97%
2 Financials 9.13%
3 Healthcare 8%
4 Industrials 6.39%
5 Consumer Discretionary 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$12.1M ﹤0.01%
608,761
+7,404
2002
$12.1M ﹤0.01%
64,825
-14,036
2003
$12.1M ﹤0.01%
510,316
+344,106
2004
$12.1M ﹤0.01%
350,523
-11,846
2005
$12.1M ﹤0.01%
365,057
+4,107
2006
$12.1M ﹤0.01%
310,756
+13,467
2007
$12M ﹤0.01%
281,203
-39,853
2008
$12M ﹤0.01%
76,070
-3,603
2009
$12M ﹤0.01%
225,275
-15,670
2010
$12M ﹤0.01%
395,596
-9,595
2011
$12M ﹤0.01%
538,498
-55,792
2012
$12M ﹤0.01%
1,245,307
-236,284
2013
$12M ﹤0.01%
844,615
-645,964
2014
$12M ﹤0.01%
235,060
+32,272
2015
$12M ﹤0.01%
566,410
-23,823
2016
$12M ﹤0.01%
108,224
-14,465
2017
$12M ﹤0.01%
273,732
-179,612
2018
$12M ﹤0.01%
598,156
+561,454
2019
$11.9M ﹤0.01%
267,627
-23,587
2020
$11.9M ﹤0.01%
569,273
+120,111
2021
$11.9M ﹤0.01%
75,233
+35,233
2022
$11.9M ﹤0.01%
223,492
+4,281
2023
$11.9M ﹤0.01%
250,768
+2,176
2024
$11.8M ﹤0.01%
126,493
+41,158
2025
$11.8M ﹤0.01%
786,331
+632