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
$412B
AUM Growth
+$9.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,846
New
Increased
Reduced
Closed

Top Buys

1 +$2.14B
2 +$810M
3 +$773M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$667M
5
MSFT icon
Microsoft
MSFT
+$600M

Top Sells

1 +$1.14B
2 +$968M
3 +$779M
4
MBB icon
iShares MBS ETF
MBB
+$777M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$765M

Sector Composition

1 Financials 9.93%
2 Technology 9.36%
3 Healthcare 8.43%
4 Industrials 8.4%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$9.14M ﹤0.01%
61,715
-17,669
2027
$9.13M ﹤0.01%
137,179
-171,971
2028
$9.12M ﹤0.01%
467,567
+31,424
2029
$9.11M ﹤0.01%
584,525
+373,919
2030
$9.11M ﹤0.01%
99,449
-5,236
2031
$9.11M ﹤0.01%
293,306
-112,727
2032
$9.1M ﹤0.01%
288,250
+66,186
2033
$9.09M ﹤0.01%
288,702
+23,635
2034
$9.05M ﹤0.01%
236,574
+110,701
2035
$9.04M ﹤0.01%
157,430
+17,851
2036
$9M ﹤0.01%
265,921
+171,414
2037
$8.98M ﹤0.01%
47,068
+4,985
2038
$8.97M ﹤0.01%
193,893
-26,308
2039
$8.97M ﹤0.01%
424,197
+16,451
2040
$8.96M ﹤0.01%
70,047
+12,866
2041
$8.92M ﹤0.01%
766,029
-392,531
2042
$8.91M ﹤0.01%
79,834
+41,381
2043
$8.86M ﹤0.01%
156,433
+35,001
2044
$8.86M ﹤0.01%
375,295
-50,575
2045
$8.86M ﹤0.01%
239,455
-12,682
2046
$8.82M ﹤0.01%
260,251
+31,098
2047
$8.82M ﹤0.01%
216,492
-5,825
2048
$8.81M ﹤0.01%
395,886
-63,974
2049
$8.81M ﹤0.01%
309,501
-76,467
2050
$8.8M ﹤0.01%
348,870
+48,585