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
$257B
AUM Growth
+$3.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,502
New
Increased
Reduced
Closed

Top Sells

1 +$356M
2 +$288M
3 +$283M
4
DTV
DIRECTV COM STK (DE)
DTV
+$256M
5
LO
LORILLARD INC COM STK
LO
+$215M

Sector Composition

1 Technology 8.95%
2 Healthcare 8.55%
3 Industrials 8.5%
4 Financials 7.63%
5 Energy 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$4.82M ﹤0.01%
681,951
+184,998
2027
$4.82M ﹤0.01%
268,141
+17,466
2028
$4.81M ﹤0.01%
94,076
+157
2029
$4.81M ﹤0.01%
108,602
+30,403
2030
$4.79M ﹤0.01%
30,102
-11,032
2031
$4.78M ﹤0.01%
151,845
-20,050
2032
$4.76M ﹤0.01%
88,071
-56,130
2033
$4.75M ﹤0.01%
88,660
+55,990
2034
$4.75M ﹤0.01%
104,270
+62,297
2035
$4.75M ﹤0.01%
342,788
-123,468
2036
$4.74M ﹤0.01%
303,876
+172,612
2037
$4.74M ﹤0.01%
150,123
+146,907
2038
$4.74M ﹤0.01%
152,183
-213,090
2039
$4.74M ﹤0.01%
88,460
+4,445
2040
$4.74M ﹤0.01%
228,742
-17,591
2041
$4.73M ﹤0.01%
140,022
+50,294
2042
$4.73M ﹤0.01%
110,416
-27,773
2043
$4.73M ﹤0.01%
237,107
+28,949
2044
$4.69M ﹤0.01%
312,623
-259,676
2045
$4.69M ﹤0.01%
136,739
-1,595
2046
$4.69M ﹤0.01%
95,587
+1,757
2047
$4.68M ﹤0.01%
176,195
-139,655
2048
$4.68M ﹤0.01%
123,255
-117,528
2049
$4.68M ﹤0.01%
55,140
-5,631
2050
$4.67M ﹤0.01%
290,330
+133,317