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
$448B
AUM Growth
-$1.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,522
New
Increased
Reduced
Closed

Top Buys

1 +$2.17B
2 +$1.58B
3 +$637M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$633M
5
ETP
Energy Transfer Partners, L.P.
ETP
+$574M

Top Sells

1 +$1.38B
2 +$866M
3 +$783M
4
MBB icon
iShares MBS ETF
MBB
+$736M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$731M

Sector Composition

1 Financials 9.54%
2 Technology 9.46%
3 Healthcare 8.74%
4 Industrials 8.16%
5 Consumer Staples 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$10.2M ﹤0.01%
353,685
+101,392
2027
$10.2M ﹤0.01%
388,645
-3,351
2028
$10.2M ﹤0.01%
531,692
+44,966
2029
$10.2M ﹤0.01%
134,463
-69,602
2030
$10.1M ﹤0.01%
405,832
+14,751
2031
$10.1M ﹤0.01%
378,477
-6,522
2032
$10.1M ﹤0.01%
124,817
+92,415
2033
$10.1M ﹤0.01%
370,036
+20,152
2034
$10.1M ﹤0.01%
243,559
-56,604
2035
$10.1M ﹤0.01%
463,063
-30,321
2036
$10.1M ﹤0.01%
221,778
+130,196
2037
$10.1M ﹤0.01%
106,136
+1,773
2038
$10.1M ﹤0.01%
118,800
+14,387
2039
$10M ﹤0.01%
361,054
+17,728
2040
$10M ﹤0.01%
451,949
+7,271
2041
$9.99M ﹤0.01%
173,250
-35,647
2042
$9.98M ﹤0.01%
281,243
-144,907
2043
$9.95M ﹤0.01%
150,342
+108,045
2044
$9.95M ﹤0.01%
388,653
+10,061
2045
$9.92M ﹤0.01%
1,208,494
+562,754
2046
$9.92M ﹤0.01%
244,479
+48,901
2047
$9.91M ﹤0.01%
899,888
+64,328
2048
$9.88M ﹤0.01%
434,185
+36,296
2049
$9.86M ﹤0.01%
91,164
-14,943
2050
$9.86M ﹤0.01%
175,450
-5,515