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
$893B
AUM Growth
+$57.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,571
New
Increased
Reduced
Closed

Top Buys

1 +$1.4B
2 +$1.17B
3 +$784M
4
CLF icon
Cleveland-Cliffs
CLF
+$667M
5
COP icon
ConocoPhillips
COP
+$609M

Top Sells

1 +$2.76B
2 +$1.83B
3 +$1.45B
4
AMZN icon
Amazon
AMZN
+$1.05B
5
JPM icon
JPMorgan Chase
JPM
+$940M

Sector Composition

1 Technology 12.64%
2 Financials 7.97%
3 Healthcare 7.14%
4 Consumer Discretionary 6.18%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$16.6M ﹤0.01%
373,086
-154,243
2002
$16.6M ﹤0.01%
500,385
+121,996
2003
$16.5M ﹤0.01%
965,909
+91,224
2004
$16.5M ﹤0.01%
372,411
-4,355
2005
$16.5M ﹤0.01%
596,204
+103,283
2006
$16.5M ﹤0.01%
765,176
+54,472
2007
$16.5M ﹤0.01%
257,126
-3,134
2008
$16.4M ﹤0.01%
765,952
-2,214,338
2009
$16.4M ﹤0.01%
389,736
+50,033
2010
$16.4M ﹤0.01%
350,955
+3,216
2011
$16.4M ﹤0.01%
450,976
-9,398
2012
$16.4M ﹤0.01%
877,036
+3,152
2013
$16.4M ﹤0.01%
626,871
+56,324
2014
$16.3M ﹤0.01%
135,008
+16,334
2015
$16.3M ﹤0.01%
1,066,557
+302,884
2016
$16.3M ﹤0.01%
259,974
-23,551
2017
$16.3M ﹤0.01%
1,551,445
+321,142
2018
$16.1M ﹤0.01%
271,111
-23,919
2019
$16.1M ﹤0.01%
1,521,676
+353,444
2020
$16.1M ﹤0.01%
183,681
-10,706
2021
$16.1M ﹤0.01%
129,173
-15,693
2022
$16.1M ﹤0.01%
1,119,060
-129,324
2023
$16.1M ﹤0.01%
131,484
+4,191
2024
$16.1M ﹤0.01%
91,361
-2,629
2025
$16.1M ﹤0.01%
478,016
-5,400