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
$624B
AUM Growth
+$95.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,701
New
Increased
Reduced
Closed

Top Buys

1 +$5.59B
2 +$3.23B
3 +$932M
4
CVX icon
Chevron
CVX
+$805M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$796M

Top Sells

1 +$6.87B
2 +$2.19B
3 +$1.49B
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.05B
5
RTN
Raytheon Company
RTN
+$899M

Sector Composition

1 Technology 12.71%
2 Healthcare 8.21%
3 Financials 7.48%
4 Consumer Discretionary 6.15%
5 Industrials 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$9.47M ﹤0.01%
137,745
+109,766
2002
$9.47M ﹤0.01%
336,976
+9,041
2003
$9.42M ﹤0.01%
436,866
-129,232
2004
$9.4M ﹤0.01%
306,376
+156,877
2005
$9.39M ﹤0.01%
737,327
-480,792
2006
$9.39M ﹤0.01%
198,422
+177,494
2007
$9.36M ﹤0.01%
612,438
+128,218
2008
$9.36M ﹤0.01%
396,591
-83,664
2009
$9.35M ﹤0.01%
449,644
+56,309
2010
$9.35M ﹤0.01%
144,237
+13,834
2011
$9.33M ﹤0.01%
445,932
+158,710
2012
$9.33M ﹤0.01%
177,169
+56,450
2013
$9.33M ﹤0.01%
1,181,113
-82,959
2014
$9.32M ﹤0.01%
355,647
-197,396
2015
$9.31M ﹤0.01%
258,156
-54,509
2016
$9.3M ﹤0.01%
401,435
+169,569
2017
$9.3M ﹤0.01%
482,012
-54,502
2018
$9.27M ﹤0.01%
370,972
-122,957
2019
$9.25M ﹤0.01%
760,068
-140,675
2020
$9.25M ﹤0.01%
193,442
-45,605
2021
$9.25M ﹤0.01%
189,240
+112,974
2022
$9.24M ﹤0.01%
1,319,745
+743,053
2023
$9.23M ﹤0.01%
370,711
-58,834
2024
$9.22M ﹤0.01%
323,207
+45,923
2025
$9.17M ﹤0.01%
861,939
-84,635