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
$946B
AUM Growth
+$18.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,138
New
Increased
Reduced
Closed

Top Buys

1 +$13.3B
2 +$13.3B
3 +$4.76B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.43B
5
AAPL icon
Apple
AAPL
+$2.51B

Sector Composition

1 Technology 13.23%
2 Financials 7.73%
3 Healthcare 7.49%
4 Industrials 5.77%
5 Consumer Discretionary 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$16.5M ﹤0.01%
199,594
-10,982
2002
$16.5M ﹤0.01%
322,772
+114,334
2003
$16.5M ﹤0.01%
489,399
+2,499
2004
$16.5M ﹤0.01%
1,444,035
+128,336
2005
$16.5M ﹤0.01%
279,339
+83,109
2006
$16.5M ﹤0.01%
1,757,462
-773,600
2007
$16.5M ﹤0.01%
4,873,080
+254,243
2008
$16.5M ﹤0.01%
336,275
+11,525
2009
$16.4M ﹤0.01%
178,481
+24,060
2010
$16.4M ﹤0.01%
268,048
+230,399
2011
$16.4M ﹤0.01%
204,689
+22,288
2012
$16.4M ﹤0.01%
237,896
+80,630
2013
$16.4M ﹤0.01%
1,059,144
-100,898
2014
$16.4M ﹤0.01%
376,038
-515,025
2015
$16.3M ﹤0.01%
1,664,413
+387,609
2016
$16.3M ﹤0.01%
618,075
+139,786
2017
$16.3M ﹤0.01%
385,161
+52,465
2018
$16.3M ﹤0.01%
87,057
-30,578
2019
$16.3M ﹤0.01%
504,173
-30,746
2020
$16.3M ﹤0.01%
291,823
-119,225
2021
$16.3M ﹤0.01%
313,084
-427,762
2022
$16.3M ﹤0.01%
646,918
+124,909
2023
$16.3M ﹤0.01%
398,221
+82,745
2024
$16.2M ﹤0.01%
357,658
+54,033
2025
$16.2M ﹤0.01%
93,718
+11,436