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
$795B
AUM Growth
+$34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,842
New
Increased
Reduced
Closed

Top Sells

1 +$6.33B
2 +$6.3B
3 +$4.35B
4
VTV icon
Vanguard Value ETF
VTV
+$4.34B
5
AAPL icon
Apple
AAPL
+$2.05B

Sector Composition

1 Technology 11.27%
2 Healthcare 8.46%
3 Financials 8.34%
4 Industrials 6.27%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$13.7M ﹤0.01%
686,461
+94,604
2002
$13.7M ﹤0.01%
277,552
+40,044
2003
$13.6M ﹤0.01%
563,169
-195,936
2004
$13.6M ﹤0.01%
356,885
+101,895
2005
$13.6M ﹤0.01%
263,115
+5,789
2006
$13.5M ﹤0.01%
483,975
-125,083
2007
$13.5M ﹤0.01%
236,830
-19,299
2008
$13.5M ﹤0.01%
2,241,825
-35,609
2009
$13.4M ﹤0.01%
140,944
+74,152
2010
$13.4M ﹤0.01%
405,880
+38,932
2011
$13.4M ﹤0.01%
558,336
+111,832
2012
$13.4M ﹤0.01%
856,837
-252,419
2013
$13.4M ﹤0.01%
367,068
-161,060
2014
$13.4M ﹤0.01%
895,974
-7,367
2015
$13.3M ﹤0.01%
308,771
+68,178
2016
$13.3M ﹤0.01%
550,728
+34,640
2017
$13.3M ﹤0.01%
103,685
-11,134
2018
$13.3M ﹤0.01%
80,994
+65,419
2019
$13.2M ﹤0.01%
161,111
-374
2020
$13.2M ﹤0.01%
323,407
+44,871
2021
$13.2M ﹤0.01%
59,498
-5,906
2022
$13.2M ﹤0.01%
742,173
+7,959
2023
$13.1M ﹤0.01%
338,077
-22,350
2024
$13.1M ﹤0.01%
504,510
-92,627
2025
$13.1M ﹤0.01%
5,973,001
-3,120,564