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
$376B
AUM Growth
+$799M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,622
New
Increased
Reduced
Closed

Top Buys

1 +$1.03B
2 +$752M
3 +$709M
4
TGT icon
Target
TGT
+$641M
5
PG icon
Procter & Gamble
PG
+$561M

Top Sells

1 +$687M
2 +$646M
3 +$604M
4
PAYX icon
Paychex
PAYX
+$575M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$551M

Sector Composition

1 Healthcare 9.32%
2 Technology 8.73%
3 Industrials 8.15%
4 Financials 7.98%
5 Consumer Staples 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$7.48M ﹤0.01%
269,504
-202,308
2027
$7.47M ﹤0.01%
255,077
-8,359
2028
$7.47M ﹤0.01%
143,381
+77,852
2029
$7.46M ﹤0.01%
474,003
-246,079
2030
$7.45M ﹤0.01%
172,588
+13,447
2031
$7.45M ﹤0.01%
300,383
-78,981
2032
$7.44M ﹤0.01%
321,476
-52,678
2033
$7.43M ﹤0.01%
2,135,389
+1,230,885
2034
$7.43M ﹤0.01%
49,462
+35,406
2035
$7.42M ﹤0.01%
457,813
-81,411
2036
$7.42M ﹤0.01%
73,465
+6,804
2037
$7.39M ﹤0.01%
286,948
+29,500
2038
$7.39M ﹤0.01%
321,534
-317,344
2039
$7.38M ﹤0.01%
78,309
+18,266
2040
$7.38M ﹤0.01%
909,207
-11,392
2041
$7.36M ﹤0.01%
255,134
+61,376
2042
$7.36M ﹤0.01%
293,154
+32,115
2043
$7.34M ﹤0.01%
128,758
-75,711
2044
$7.31M ﹤0.01%
164,797
-32,016
2045
$7.28M ﹤0.01%
165,409
+32,692
2046
$7.23M ﹤0.01%
286,104
-275,906
2047
$7.22M ﹤0.01%
233,619
-69,930
2048
$7.21M ﹤0.01%
621,517
+24,522
2049
$7.21M ﹤0.01%
564,383
-25,590
2050
$7.19M ﹤0.01%
698,428
-62,083