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
$259B
AUM Growth
+$31.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,414
New
Increased
Reduced
Closed

Top Buys

1 +$1.96B
2 +$627M
3 +$411M
4
MMM icon
3M
MMM
+$402M
5
RTX icon
RTX Corp
RTX
+$370M

Top Sells

1 +$248M
2 +$242M
3 +$233M
4
BMY icon
Bristol-Myers Squibb
BMY
+$159M
5
BEAM
BEAM INC COM STK (DE)
BEAM
+$158M

Sector Composition

1 Industrials 9.26%
2 Energy 8.1%
3 Healthcare 8.07%
4 Technology 8.03%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$4.57M ﹤0.01%
86,933
+51,559
2027
$4.55M ﹤0.01%
258,754
-101,110
2028
$4.55M ﹤0.01%
85,000
-10,000
2029
$4.54M ﹤0.01%
37,954
+2,015
2030
$4.53M ﹤0.01%
106,404
+19,311
2031
$4.53M ﹤0.01%
95,225
+8,365
2032
$4.52M ﹤0.01%
154,592
+62,043
2033
$4.51M ﹤0.01%
113,828
+687
2034
$4.5M ﹤0.01%
+100,850
2035
$4.5M ﹤0.01%
118,331
-8,443
2036
$4.48M ﹤0.01%
64,805
-6,470
2037
$4.48M ﹤0.01%
623,494
-15
2038
$4.48M ﹤0.01%
341,353
+203,566
2039
$4.47M ﹤0.01%
424,933
+50,347
2040
$4.44M ﹤0.01%
262,647
+9,744
2041
$4.38M ﹤0.01%
86,249
+49,461
2042
$4.36M ﹤0.01%
111,634
-10,563
2043
$4.35M ﹤0.01%
170,014
-101,992
2044
$4.33M ﹤0.01%
205,202
-77,088
2045
$4.33M ﹤0.01%
154,098
-14,094
2046
$4.33M ﹤0.01%
365,424
-568,650
2047
$4.31M ﹤0.01%
329,868
-117,732
2048
$4.3M ﹤0.01%
81,920
+5,134
2049
$4.29M ﹤0.01%
309,368
+29,362
2050
$4.29M ﹤0.01%
169,998
-2,541