Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

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
+23.08%
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
6,800
New
Increased
Reduced
Closed

Top Buys

1 +$1.5B
2 +$836M
3 +$606M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$578M
5
VFC icon
VF Corp
VFC
+$500M

Top Sells

1 +$5.57B
2 +$4.65B
3 +$4.57B
4
STI
SunTrust Banks, Inc.
STI
+$1.54B
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$804M

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
$12.2M ﹤0.01%
243,459
-24,677
2002
$12.1M ﹤0.01%
608,761
+7,404
2003
$12.1M ﹤0.01%
64,825
-14,036
2004
$12.1M ﹤0.01%
510,316
+344,106
2005
$12.1M ﹤0.01%
350,523
-11,846
2006
$12.1M ﹤0.01%
365,057
+4,107
2007
$12.1M ﹤0.01%
310,756
+13,467
2008
$12M ﹤0.01%
281,203
-39,853
2009
$12M ﹤0.01%
76,070
-3,603
2010
$12M ﹤0.01%
225,275
-15,670
2011
$12M ﹤0.01%
395,596
-9,595
2012
$12M ﹤0.01%
538,498
-55,792
2013
$12M ﹤0.01%
1,245,307
-236,284
2014
$12M ﹤0.01%
844,615
-645,964
2015
$12M ﹤0.01%
235,060
+32,272
2016
$12M ﹤0.01%
566,410
-23,823
2017
$12M ﹤0.01%
108,224
-14,465
2018
$12M ﹤0.01%
273,732
-179,612
2019
$12M ﹤0.01%
598,156
+561,454
2020
$11.9M ﹤0.01%
267,627
-23,587
2021
$11.9M ﹤0.01%
569,273
+120,111
2022
$11.9M ﹤0.01%
75,233
+35,233
2023
$11.9M ﹤0.01%
223,492
+4,281
2024
$11.9M ﹤0.01%
250,768
+2,176
2025
$11.8M ﹤0.01%
126,493
+41,158