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
$890B
AUM Growth
-$2.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,717
New
Increased
Reduced
Closed

Top Buys

1 +$1.14B
2 +$996M
3 +$983M
4
TSLA icon
Tesla
TSLA
+$936M
5
VT icon
Vanguard Total World Stock ETF
VT
+$894M

Top Sells

1 +$6.98B
2 +$1.16B
3 +$899M
4
STZ icon
Constellation Brands
STZ
+$818M
5
CLF icon
Cleveland-Cliffs
CLF
+$705M

Sector Composition

1 Technology 13.09%
2 Financials 8.28%
3 Healthcare 7.36%
4 Consumer Discretionary 6.3%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$16.7M ﹤0.01%
363,798
+64,088
2002
$16.7M ﹤0.01%
110,855
+38,406
2003
$16.6M ﹤0.01%
384,718
+12,307
2004
$16.6M ﹤0.01%
462,376
+11,400
2005
$16.6M ﹤0.01%
1,353,607
-96,003
2006
$16.6M ﹤0.01%
432,498
-86,259
2007
$16.6M ﹤0.01%
234,531
-36,807
2008
$16.5M ﹤0.01%
51,643
+39,786
2009
$16.5M ﹤0.01%
364,676
+150,393
2010
$16.5M ﹤0.01%
973,387
+388,003
2011
$16.4M ﹤0.01%
134,797
+3,313
2012
$16.4M ﹤0.01%
1,689,476
+1,600,000
2013
$16.4M ﹤0.01%
777,690
+64,516
2014
$16.4M ﹤0.01%
695,355
-16,780
2015
$16.3M ﹤0.01%
840,183
-73,263
2016
$16.3M ﹤0.01%
504,341
-125,934
2017
$16.3M ﹤0.01%
70,515
+7,849
2018
$16.3M ﹤0.01%
760,991
+26,841
2019
$16.3M ﹤0.01%
520,314
-319,012
2020
$16.2M ﹤0.01%
295,046
+36,367
2021
$16.2M ﹤0.01%
752,408
-284,992
2022
$16.2M ﹤0.01%
227,869
+29,949
2023
$16.2M ﹤0.01%
251,986
+14,313
2024
$16.2M ﹤0.01%
686,544
+32,010
2025
$16.2M ﹤0.01%
212,792
-9,455