Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

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
+23.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228B
AUM Growth
+$2.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,600
New
Increased
Reduced
Closed

Top Buys

1 +$521M
2 +$388M
3 +$344M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$325M
5
LMT icon
Lockheed Martin
LMT
+$314M

Top Sells

1 +$730M
2 +$588M
3 +$415M
4
JNPR
Juniper Networks
JNPR
+$398M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$394M

Sector Composition

1 Industrials 9.31%
2 Technology 8.1%
3 Healthcare 8.05%
4 Energy 7.98%
5 Financials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$3.98M ﹤0.01%
185,106
+4,323
2027
$3.96M ﹤0.01%
104,961
+39,681
2028
$3.96M ﹤0.01%
+55,568
2029
$3.95M ﹤0.01%
547,717
+94,834
2030
$3.95M ﹤0.01%
75,267
-180,670
2031
$3.94M ﹤0.01%
64,307
-20,349
2032
$3.93M ﹤0.01%
341,896
-10,705
2033
$3.92M ﹤0.01%
190,967
+122,128
2034
$3.92M ﹤0.01%
195,060
-166,979
2035
$3.92M ﹤0.01%
118,941
+18,271
2036
$3.91M ﹤0.01%
60,480
-131,900
2037
$3.9M ﹤0.01%
+156,499
2038
$3.9M ﹤0.01%
74,145
-68,211
2039
$3.89M ﹤0.01%
95,884
+14,594
2040
$3.89M ﹤0.01%
282,129
+22,485
2041
$3.89M ﹤0.01%
48,096
-18,608
2042
$3.87M ﹤0.01%
92,898
+27,525
2043
$3.87M ﹤0.01%
76,786
+38,206
2044
$3.87M ﹤0.01%
406,097
+12,258
2045
$3.87M ﹤0.01%
130,543
-15,966
2046
$3.86M ﹤0.01%
35,939
-577
2047
$3.86M ﹤0.01%
71,544
+11,668
2048
$3.86M ﹤0.01%
182,579
-352,599
2049
$3.84M ﹤0.01%
278,905
+253,278
2050
$3.83M ﹤0.01%
330,238
+310,673