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
$689B
AUM Growth
+$64.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,716
New
Increased
Reduced
Closed

Top Buys

1 +$4.91B
2 +$2.25B
3 +$747M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$647M
5
MBB icon
iShares MBS ETF
MBB
+$581M

Top Sells

1 +$1.66B
2 +$1.02B
3 +$900M
4
JPM icon
JPMorgan Chase
JPM
+$613M
5
GOTU icon
Gaotu Techedu
GOTU
+$528M

Sector Composition

1 Technology 12.85%
2 Healthcare 8.2%
3 Financials 7.1%
4 Consumer Discretionary 6.6%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$10.3M ﹤0.01%
+790,185
2002
$10.3M ﹤0.01%
374,159
-50,382
2003
$10.2M ﹤0.01%
235,452
-18,404
2004
$10.2M ﹤0.01%
390,946
+121,301
2005
$10.2M ﹤0.01%
436,157
-90,299
2006
$10.2M ﹤0.01%
234,501
+90,421
2007
$10.1M ﹤0.01%
102,937
-27,290
2008
$10.1M ﹤0.01%
516,677
-161,435
2009
$10.1M ﹤0.01%
301,755
-628
2010
$10.1M ﹤0.01%
362,476
+7,014
2011
$10.1M ﹤0.01%
453,469
-113,785
2012
$10.1M ﹤0.01%
274,315
+41,178
2013
$10M ﹤0.01%
172,593
+121,949
2014
$10M ﹤0.01%
275,107
-83,062
2015
$9.98M ﹤0.01%
434,651
-52,330
2016
$9.97M ﹤0.01%
300,254
-118,202
2017
$9.95M ﹤0.01%
147,032
-22,391
2018
$9.93M ﹤0.01%
247,615
-33,414
2019
$9.89M ﹤0.01%
385,509
+369,086
2020
$9.89M ﹤0.01%
880,432
-26,598
2021
$9.87M ﹤0.01%
488,974
+17,956
2022
$9.85M ﹤0.01%
1,239,186
-269,619
2023
$9.81M ﹤0.01%
225,791
-59,154
2024
$9.8M ﹤0.01%
2,396,087
-2,440,315
2025
$9.79M ﹤0.01%
133,304
-91,806