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
$253B
AUM Growth
+$26.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,404
New
Increased
Reduced
Closed

Top Buys

1 +$1.2B
2 +$1.03B
3 +$651M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$644M
5
VUG icon
Vanguard Growth ETF
VUG
+$541M

Sector Composition

1 Industrials 9.06%
2 Technology 8.88%
3 Healthcare 8.47%
4 Financials 7.45%
5 Energy 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$4.44M ﹤0.01%
17,031
-44,649
2027
$4.44M ﹤0.01%
191,342
+10,215
2028
$4.42M ﹤0.01%
182,332
-10,813
2029
$4.41M ﹤0.01%
165,174
+84,749
2030
$4.41M ﹤0.01%
52,574
+8,334
2031
$4.39M ﹤0.01%
301,957
-34,514
2032
$4.39M ﹤0.01%
34,902
-4,779
2033
$4.37M ﹤0.01%
186,894
-8,515
2034
$4.37M ﹤0.01%
34,205
-6,317
2035
$4.36M ﹤0.01%
286,514
+1,454
2036
$4.36M ﹤0.01%
76,089
+5,220
2037
$4.35M ﹤0.01%
96,214
-151,410
2038
$4.34M ﹤0.01%
153,698
+33,468
2039
$4.34M ﹤0.01%
153,912
+17,311
2040
$4.33M ﹤0.01%
94,122
-17,237
2041
$4.33M ﹤0.01%
128,685
-2,065
2042
$4.33M ﹤0.01%
346,736
+12,952
2043
$4.32M ﹤0.01%
336,724
-99,993
2044
$4.31M ﹤0.01%
1,028,470
+65,720
2045
$4.3M ﹤0.01%
228,843
+133,615
2046
$4.29M ﹤0.01%
152,223
+7,727
2047
$4.28M ﹤0.01%
92,053
-6,729
2048
$4.28M ﹤0.01%
205,072
+148,970
2049
$4.28M ﹤0.01%
160,680
+37,556
2050
$4.27M ﹤0.01%
96,418
-8,405