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
$842B
AUM Growth
-$28.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,214
New
Increased
Reduced
Closed

Top Sells

1 +$5.3B
2 +$3.4B
3 +$3.18B
4
VTV icon
Vanguard Value ETF
VTV
+$2.7B
5
NVDA icon
NVIDIA
NVDA
+$2.4B

Sector Composition

1 Technology 13.87%
2 Financials 7.47%
3 Healthcare 7.43%
4 Consumer Discretionary 6.09%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$13.9M ﹤0.01%
141,572
+16,237
2002
$13.9M ﹤0.01%
178,629
-9,883
2003
$13.9M ﹤0.01%
128,455
-15,988
2004
$13.8M ﹤0.01%
1,192,446
+742,764
2005
$13.8M ﹤0.01%
440,771
+4,327
2006
$13.8M ﹤0.01%
279,936
-22,026
2007
$13.7M ﹤0.01%
442,379
+14,512
2008
$13.7M ﹤0.01%
222,335
-26,600
2009
$13.7M ﹤0.01%
266,840
-40,972
2010
$13.7M ﹤0.01%
433,330
+28,261
2011
$13.7M ﹤0.01%
346,968
-40,789
2012
$13.7M ﹤0.01%
1,139,457
-122,116
2013
$13.6M ﹤0.01%
154,431
-82,085
2014
$13.6M ﹤0.01%
381,701
-94,066
2015
$13.6M ﹤0.01%
501,127
-373,917
2016
$13.6M ﹤0.01%
426,442
-98,696
2017
$13.6M ﹤0.01%
212,411
-85,689
2018
$13.6M ﹤0.01%
307,597
+6,610
2019
$13.6M ﹤0.01%
1,760,789
+110,550
2020
$13.6M ﹤0.01%
2,192,025
+2,150,019
2021
$13.5M ﹤0.01%
558,976
+74,458
2022
$13.5M ﹤0.01%
160,993
-28,156
2023
$13.5M ﹤0.01%
539,334
+50,751
2024
$13.5M ﹤0.01%
462,846
-85,292
2025
$13.5M ﹤0.01%
46,370
+28,478