Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.09%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24T
AUM Growth
+$115B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,626
New
Increased
Reduced
Closed

Top Buys

1 +$1.88B
2 +$1.6B
3 +$1.47B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.29B
5
VZ icon
Verizon
VZ
+$1.09B

Top Sells

1 +$2.76B
2 +$2.3B
3 +$1.28B
4
AAPL icon
Apple
AAPL
+$1.03B
5
NVDA icon
NVIDIA
NVDA
+$1.02B

Sector Composition

1 Technology 16.57%
2 Financials 8.83%
3 Consumer Discretionary 5.92%
4 Industrials 5.87%
5 Healthcare 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$25.8M ﹤0.01%
2,562,947
+453,990
2002
$25.8M ﹤0.01%
202,001
-28,234
2003
$25.7M ﹤0.01%
1,967,987
+34,093
2004
$25.6M ﹤0.01%
668,365
-58,917
2005
$25.5M ﹤0.01%
363,923
+18,502
2006
$25.5M ﹤0.01%
1,495,039
+361,120
2007
$25.5M ﹤0.01%
2,841,155
+1,405,498
2008
$25.5M ﹤0.01%
272,831
-112,979
2009
$25.5M ﹤0.01%
660,742
+34,728
2010
$25.4M ﹤0.01%
714,373
+52,379
2011
$25.4M ﹤0.01%
472,309
-47,363
2012
$25.4M ﹤0.01%
2,138,688
-163,607
2013
$25.3M ﹤0.01%
504,048
+15,134
2014
$25.3M ﹤0.01%
688,332
+405,560
2015
$25.3M ﹤0.01%
902,583
-138,696
2016
$25.3M ﹤0.01%
459,109
+77,390
2017
$25.3M ﹤0.01%
5,104,969
-2,309,007
2018
$25.3M ﹤0.01%
2,870,828
-51
2019
$25.2M ﹤0.01%
5,003,046
-2,730,493
2020
$25.2M ﹤0.01%
793,335
+89,194
2021
$25.1M ﹤0.01%
4,366,108
+2,111,466
2022
$25.1M ﹤0.01%
342,060
-199,655
2023
$25M ﹤0.01%
418,324
-40,001
2024
$25M ﹤0.01%
226,970
+10,567
2025
$24.9M ﹤0.01%
619,338
-30,780