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
$193B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,207
New
Increased
Reduced
Closed

Top Buys

1
+$6.55B
2
+$3.96B
3
+$2.47B
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.24B
5
PFE icon
Pfizer
PFE
+$2.12B

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.38%
2 Healthcare 8.32%
3 Energy 8.22%
4 Industrials 8.11%
5 Financials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$3.26M ﹤0.01%
+71,455
2027
$3.25M ﹤0.01%
+68,830
2028
$3.25M ﹤0.01%
+95,163
2029
$3.24M ﹤0.01%
+112,156
2030
$3.24M ﹤0.01%
+92,377
2031
$3.23M ﹤0.01%
+94,043
2032
$3.23M ﹤0.01%
+76,904
2033
$3.23M ﹤0.01%
+239,885
2034
$3.23M ﹤0.01%
+204,403
2035
$3.21M ﹤0.01%
+116,493
2036
$3.21M ﹤0.01%
+103,391
2037
$3.21M ﹤0.01%
+312,464
2038
$3.19M ﹤0.01%
+83,981
2039
$3.19M ﹤0.01%
+26,509
2040
$3.18M ﹤0.01%
+38,645
2041
$3.18M ﹤0.01%
+129,898
2042
$3.18M ﹤0.01%
+24,262
2043
$3.18M ﹤0.01%
+251,917
2044
$3.17M ﹤0.01%
+70,487
2045
$3.17M ﹤0.01%
+309,707
2046
$3.17M ﹤0.01%
+79,259
2047
$3.16M ﹤0.01%
+238,521
2048
$3.16M ﹤0.01%
+85,229
2049
$3.16M ﹤0.01%
+183,482
2050
$3.16M ﹤0.01%
+227,491
80 81
82
83 84