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
$449B
AUM Growth
+$36.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,636
New
Increased
Reduced
Closed

Top Buys

1 +$3.89B
2 +$1.25B
3 +$1.13B
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.07B
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.03B

Top Sells

1 +$1.1B
2 +$718M
3 +$707M
4
WFC icon
Wells Fargo
WFC
+$683M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$655M

Sector Composition

1 Financials 9.3%
2 Technology 9.26%
3 Healthcare 8.44%
4 Industrials 8.23%
5 Consumer Staples 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$10M ﹤0.01%
146,170
+22,289
2027
$10M ﹤0.01%
233,067
+67,983
2028
$9.99M ﹤0.01%
258,545
+61,442
2029
$9.99M ﹤0.01%
444,678
+37,455
2030
$9.96M ﹤0.01%
799,940
-23,886
2031
$9.91M ﹤0.01%
311,710
+122,419
2032
$9.91M ﹤0.01%
1,181,088
+1,017,975
2033
$9.9M ﹤0.01%
763,064
+74,636
2034
$9.89M ﹤0.01%
493,384
+290,659
2035
$9.89M ﹤0.01%
332,715
+44,001
2036
$9.88M ﹤0.01%
384,999
+45,702
2037
$9.85M ﹤0.01%
1,056,902
-114,164
2038
$9.84M ﹤0.01%
166,375
-62,550
2039
$9.83M ﹤0.01%
427,559
-221,064
2040
$9.81M ﹤0.01%
47,203
+135
2041
$9.8M ﹤0.01%
430,797
+43,575
2042
$9.8M ﹤0.01%
1,217,942
+95,795
2043
$9.79M ﹤0.01%
420,180
+44,885
2044
$9.78M ﹤0.01%
337,925
-8,483
2045
$9.77M ﹤0.01%
189,510
+50,441
2046
$9.76M ﹤0.01%
197,224
+40,111
2047
$9.76M ﹤0.01%
574,275
+17,362
2048
$9.7M ﹤0.01%
314,664
+91,289
2049
$9.68M ﹤0.01%
337,707
+118,716
2050
$9.68M ﹤0.01%
242,652
+104,050