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
$1.02T
AUM Growth
+$135B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,326
New
Increased
Reduced
Closed

Top Buys

1 +$4.18B
2 +$2.55B
3 +$1.57B
4
VTV icon
Vanguard Value ETF
VTV
+$1.41B
5
GS icon
Goldman Sachs
GS
+$1.26B

Top Sells

1 +$1.42B
2 +$1.05B
3 +$914M
4
UNH icon
UnitedHealth
UNH
+$822M
5
NVDA icon
NVIDIA
NVDA
+$761M

Sector Composition

1 Technology 14.91%
2 Financials 8.1%
3 Healthcare 7.11%
4 Consumer Discretionary 6.24%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$19.2M ﹤0.01%
717,821
-1,995,786
2002
$19.2M ﹤0.01%
303,969
+69,873
2003
$19.2M ﹤0.01%
207,631
+65,947
2004
$19.1M ﹤0.01%
130,290
+110,661
2005
$19.1M ﹤0.01%
715,071
+241,994
2006
$19.1M ﹤0.01%
1,366,999
+335,331
2007
$19.1M ﹤0.01%
150,546
-13,185
2008
$19.1M ﹤0.01%
168,789
+43,829
2009
$19M ﹤0.01%
1,575,646
-589,017
2010
$19M ﹤0.01%
679,499
-161,633
2011
$19M ﹤0.01%
536,171
+453,299
2012
$19M ﹤0.01%
204,111
+49,786
2013
$18.9M ﹤0.01%
550,353
2014
$18.9M ﹤0.01%
764,740
-60,248
2015
$18.9M ﹤0.01%
215,717
-596,783
2016
$18.9M ﹤0.01%
892,602
+469,612
2017
$18.9M ﹤0.01%
573,012
-225,477
2018
$18.8M ﹤0.01%
368,032
+249,056
2019
$18.8M ﹤0.01%
781,262
+35,154
2020
$18.7M ﹤0.01%
781,507
+218,479
2021
$18.7M ﹤0.01%
1,406,399
+47,791
2022
$18.7M ﹤0.01%
301,059
+16,279
2023
$18.7M ﹤0.01%
432,549
+80,643
2024
$18.7M ﹤0.01%
1,122,198
+158,045
2025
$18.6M ﹤0.01%
297,347
+27,597