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
$1.14T
AUM Growth
+$100B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,567
New
Increased
Reduced
Closed

Top Buys

1 +$5.38B
2 +$4.76B
3 +$3.7B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.56B
5
MSFT icon
Microsoft
MSFT
+$1.57B

Top Sells

1 +$1.01B
2 +$769M
3 +$680M
4
PGR icon
Progressive
PGR
+$634M
5
META icon
Meta Platforms (Facebook)
META
+$556M

Sector Composition

1 Technology 16.21%
2 Financials 7.86%
3 Healthcare 6.81%
4 Consumer Discretionary 5.95%
5 Industrials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$21.6M ﹤0.01%
1,129,788
-218,231
2002
$21.5M ﹤0.01%
798,145
+473,120
2003
$21.5M ﹤0.01%
162,685
-3,269
2004
$21.5M ﹤0.01%
154,975
-9,858
2005
$21.5M ﹤0.01%
1,280,787
+106,127
2006
$21.4M ﹤0.01%
604,852
+213,788
2007
$21.4M ﹤0.01%
982,513
+589,786
2008
$21.4M ﹤0.01%
2,428,068
-95,969
2009
$21.4M ﹤0.01%
251,331
-101,380
2010
$21.4M ﹤0.01%
1,282,892
-648,395
2011
$21.3M ﹤0.01%
799,697
-142,072
2012
$21.3M ﹤0.01%
559,634
+45,889
2013
$21.3M ﹤0.01%
2,898,791
+1,481,286
2014
$21.2M ﹤0.01%
161,226
-1,954
2015
$21.2M ﹤0.01%
838,011
+377,143
2016
$21.2M ﹤0.01%
89,895
+31,991
2017
$21.1M ﹤0.01%
936,258
+199,760
2018
$21.1M ﹤0.01%
436,022
+13,730
2019
$21.1M ﹤0.01%
1,139,060
-119,191
2020
$21.1M ﹤0.01%
512,379
+108,675
2021
$21.1M ﹤0.01%
8,647,111
-347,944
2022
$21.1M ﹤0.01%
488,913
+1,275
2023
$21.1M ﹤0.01%
834,357
-46,612
2024
$21M ﹤0.01%
1,135,921
-70,249
2025
$21M ﹤0.01%
758,046
-12,663