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
$871B
AUM Growth
+$75.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,695
New
Increased
Reduced
Closed

Top Buys

1 +$3.42B
2 +$2.57B
3 +$2.54B
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.5B
5
NVDA icon
NVIDIA
NVDA
+$2.21B

Sector Composition

1 Technology 13.89%
2 Healthcare 7.79%
3 Financials 7.57%
4 Consumer Discretionary 6.19%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$15.8M ﹤0.01%
305,391
-1,891
2002
$15.8M ﹤0.01%
683,682
+293,094
2003
$15.8M ﹤0.01%
313,811
+27,712
2004
$15.8M ﹤0.01%
340,249
-1,729
2005
$15.8M ﹤0.01%
484,310
-4,630
2006
$15.7M ﹤0.01%
1,317,981
-139,653
2007
$15.7M ﹤0.01%
605,962
+101,452
2008
$15.7M ﹤0.01%
558,528
+79,613
2009
$15.7M ﹤0.01%
279,461
+1,107
2010
$15.7M ﹤0.01%
3,076,956
+483,469
2011
$15.7M ﹤0.01%
560,143
+410,198
2012
$15.7M ﹤0.01%
450,917
-70,090
2013
$15.6M ﹤0.01%
459,791
-20,572
2014
$15.6M ﹤0.01%
447,195
+106,025
2015
$15.6M ﹤0.01%
188,241
+97,539
2016
$15.6M ﹤0.01%
343,147
-117,240
2017
$15.6M ﹤0.01%
100,244
-8,985
2018
$15.5M ﹤0.01%
367,186
-120,897
2019
$15.5M ﹤0.01%
248,935
+838
2020
$15.5M ﹤0.01%
2,349,126
-51,483
2021
$15.5M ﹤0.01%
298,475
+138,265
2022
$15.5M ﹤0.01%
192,732
-8,268
2023
$15.5M ﹤0.01%
702,168
+189,806
2024
$15.5M ﹤0.01%
329,292
+64,180
2025
$15.4M ﹤0.01%
626,669
+53,438