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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$350B
AUM Growth
+$93.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,595
New
Increased
Reduced
Closed

Top Buys

1 +$1.78B
2 +$1.68B
3 +$1.54B
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.36B
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.34B

Top Sells

1 +$1.18B
2 +$1B
3 +$909M
4
TSM icon
TSMC
TSM
+$459M
5
DTV
DIRECTV COM STK (DE)
DTV
+$459M

Sector Composition

1 Healthcare 9.38%
2 Technology 9.14%
3 Financials 8.94%
4 Industrials 8.76%
5 Consumer Staples 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$7.47M ﹤0.01%
1,423,278
+381,895
2027
$7.46M ﹤0.01%
205,237
+179,163
2028
$7.45M ﹤0.01%
108,805
+66,997
2029
$7.43M ﹤0.01%
153,290
+4,334
2030
$7.41M ﹤0.01%
297,347
+138,699
2031
$7.4M ﹤0.01%
8,914
+244
2032
$7.4M ﹤0.01%
248,483
+104,099
2033
$7.37M ﹤0.01%
216,290
+166,405
2034
$7.32M ﹤0.01%
151,675
+96,472
2035
$7.31M ﹤0.01%
232,087
-93,101
2036
$7.31M ﹤0.01%
664,869
+555,789
2037
$7.3M ﹤0.01%
216,867
+114,846
2038
$7.29M ﹤0.01%
272,368
+191,092
2039
$7.29M ﹤0.01%
3,374,351
+473,645
2040
$7.29M ﹤0.01%
304,401
-96,825
2041
$7.28M ﹤0.01%
241,888
+23,336
2042
$7.28M ﹤0.01%
596,499
+548,894
2043
$7.27M ﹤0.01%
94,491
+29,399
2044
$7.27M ﹤0.01%
297,884
+8,710
2045
$7.26M ﹤0.01%
266,455
-396,624
2046
$7.22M ﹤0.01%
487,951
+468,145
2047
$7.21M ﹤0.01%
264,367
-25,413
2048
$7.21M ﹤0.01%
169,588
+119,310
2049
$7.21M ﹤0.01%
237,120
-183,508
2050
$7.2M ﹤0.01%
305,680
+95,295