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Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 25.25%
 

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
+25.25%
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 +$6.57B
2 +$3.95B
3 +$2.69B
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.42B
5
PFE icon
Pfizer
PFE
+$2.2B

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.38%
2 Healthcare 8.32%
3 Energy 8.22%
4 Industrials 8.12%
5 Financials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$3.25M ﹤0.01%
+68,830
2027
$3.25M ﹤0.01%
+95,163
2028
$3.24M ﹤0.01%
+112,156
2029
$3.24M ﹤0.01%
+92,377
2030
$3.23M ﹤0.01%
+94,043
2031
$3.23M ﹤0.01%
+76,904
2032
$3.23M ﹤0.01%
+239,885
2033
$3.23M ﹤0.01%
+204,403
2034
$3.21M ﹤0.01%
+116,493
2035
$3.21M ﹤0.01%
+103,391
2036
$3.21M ﹤0.01%
+312,464
2037
$3.19M ﹤0.01%
+83,981
2038
$3.19M ﹤0.01%
+26,509
2039
$3.18M ﹤0.01%
+38,645
2040
$3.18M ﹤0.01%
+129,898
2041
$3.18M ﹤0.01%
+242,620
2042
$3.18M ﹤0.01%
+251,917
2043
$3.17M ﹤0.01%
+70,487
2044
$3.17M ﹤0.01%
+309,707
2045
$3.17M ﹤0.01%
+79,259
2046
$3.16M ﹤0.01%
+238,521
2047
$3.16M ﹤0.01%
+183,482
2048
$3.16M ﹤0.01%
+85,229
2049
$3.16M ﹤0.01%
+227,491
2050
$3.15M ﹤0.01%
+153,361