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
$1.13T
AUM Growth
+$44.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,547
New
Increased
Reduced
Closed

Top Buys

1 +$4.24B
2 +$3.79B
3 +$1.9B
4
MSFT icon
Microsoft
MSFT
+$1.9B
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.73B

Top Sells

1 +$2.56B
2 +$1.46B
3 +$1.26B
4
MBB icon
iShares MBS ETF
MBB
+$1.26B
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.1B

Sector Composition

1 Technology 14.43%
2 Financials 8.8%
3 Healthcare 6.75%
4 Consumer Discretionary 5.95%
5 Industrials 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$22.6M ﹤0.01%
938,012
+16,826
2002
$22.5M ﹤0.01%
392,259
+135,390
2003
$22.5M ﹤0.01%
303,742
+104,894
2004
$22.5M ﹤0.01%
591,967
+193,494
2005
$22.4M ﹤0.01%
877,937
+21,866
2006
$22.4M ﹤0.01%
573,514
+357,141
2007
$22.4M ﹤0.01%
327,193
+139,374
2008
$22.4M ﹤0.01%
+470,535
2009
$22.4M ﹤0.01%
196,491
+720
2010
$22.3M ﹤0.01%
822,396
+326,812
2011
$22.3M ﹤0.01%
695,504
+28,864
2012
$22.3M ﹤0.01%
570,829
-57,290
2013
$22.3M ﹤0.01%
645,411
+200,969
2014
$22.2M ﹤0.01%
1,155,396
+557,603
2015
$22.2M ﹤0.01%
9,751,484
+6,346,079
2016
$22.2M ﹤0.01%
2,540,399
+1,921,265
2017
$22.2M ﹤0.01%
216,403
-8,696
2018
$22.2M ﹤0.01%
221,443
+171,247
2019
$22.1M ﹤0.01%
2,870,879
-23,101
2020
$22.1M ﹤0.01%
126,294
+22,903
2021
$22.1M ﹤0.01%
1,394,528
+247,064
2022
$22.1M ﹤0.01%
381,719
+31,146
2023
$22.1M ﹤0.01%
160,915
+41,705
2024
$22M ﹤0.01%
429,144
+91,288
2025
$22M ﹤0.01%
2,115,063
+749,869