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
$1.04T
AUM Growth
+$27.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,551
New
Increased
Reduced
Closed

Top Buys

1 +$2.05B
2 +$1.79B
3 +$1.2B
4
ARM icon
Arm
ARM
+$882M
5
FCX icon
Freeport-McMoran
FCX
+$834M

Top Sells

1 +$4.17B
2 +$1.4B
3 +$1.13B
4
ORLY icon
O'Reilly Automotive
ORLY
+$755M
5
CMCSA icon
Comcast
CMCSA
+$675M

Sector Composition

1 Technology 16.64%
2 Financials 7.73%
3 Healthcare 6.94%
4 Consumer Discretionary 5.75%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$19.3M ﹤0.01%
1,349,529
+764,668
2002
$19.3M ﹤0.01%
1,493,444
-82,202
2003
$19.2M ﹤0.01%
696,343
-290,461
2004
$19.2M ﹤0.01%
380,291
+103,674
2005
$19.2M ﹤0.01%
552,719
+371,524
2006
$19.1M ﹤0.01%
762,961
-80,385
2007
$19.1M ﹤0.01%
110,566
+15,949
2008
$19.1M ﹤0.01%
1,422,094
+15,695
2009
$19.1M ﹤0.01%
667,500
+130,457
2010
$19.1M ﹤0.01%
173,560
-930
2011
$19.1M ﹤0.01%
380,579
+19,260
2012
$19M ﹤0.01%
1,408,230
+922,805
2013
$19M ﹤0.01%
987,914
-246,038
2014
$19M ﹤0.01%
974,403
+383,656
2015
$19M ﹤0.01%
562,605
+10,975
2016
$18.9M ﹤0.01%
203,858
+6,502
2017
$18.9M ﹤0.01%
782,060
+113,387
2018
$18.9M ﹤0.01%
232,971
+69,455
2019
$18.8M ﹤0.01%
1,155,805
+670,456
2020
$18.8M ﹤0.01%
940,326
-640,151
2021
$18.8M ﹤0.01%
99,314
+14,489
2022
$18.8M ﹤0.01%
455,010
+56,185
2023
$18.7M ﹤0.01%
1,054,295
+91,855
2024
$18.7M ﹤0.01%
1,935,469
-168,003
2025
$18.7M ﹤0.01%
813,518
+32,256