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
$928B
AUM Growth
+$38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,083
New
Increased
Reduced
Closed

Top Buys

1 +$1.08B
2 +$901M
3 +$826M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$750M
5
PFG icon
Principal Financial Group
PFG
+$710M

Top Sells

1 +$11.6B
2 +$6.57B
3 +$1.43B
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.41B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.07B

Sector Composition

1 Technology 14.12%
2 Financials 7.8%
3 Healthcare 7.66%
4 Consumer Discretionary 6.31%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$17.6M ﹤0.01%
843,238
+3,055
2002
$17.6M ﹤0.01%
224,180
+63,739
2003
$17.5M ﹤0.01%
356,355
+97,966
2004
$17.5M ﹤0.01%
1,799,029
+1,499,029
2005
$17.5M ﹤0.01%
216,325
+32,162
2006
$17.5M ﹤0.01%
242,264
-26,444
2007
$17.5M ﹤0.01%
480,932
-125,088
2008
$17.5M ﹤0.01%
384,285
+43,980
2009
$17.5M ﹤0.01%
180,041
+1,835
2010
$17.5M ﹤0.01%
667,048
-1,130,409
2011
$17.5M ﹤0.01%
318,554
-5,674
2012
$17.5M ﹤0.01%
184,350
+6,750
2013
$17.4M ﹤0.01%
731,211
+35,856
2014
$17.4M ﹤0.01%
346,385
-1,331,264
2015
$17.4M ﹤0.01%
241,213
+13,344
2016
$17.4M ﹤0.01%
100,955
-108,996
2017
$17.4M ﹤0.01%
171,407
+6,129
2018
$17.3M ﹤0.01%
813,402
-209,387
2019
$17.3M ﹤0.01%
266,627
-33,201
2020
$17.3M ﹤0.01%
475,449
-1,123,455
2021
$17.3M ﹤0.01%
518,614
-12,207
2022
$17.3M ﹤0.01%
559,236
-118,794
2023
$17.3M ﹤0.01%
382,608
+17,932
2024
$17.3M ﹤0.01%
222,572
+16,107
2025
$17.3M ﹤0.01%
1,255,578
+85,812