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
$532B
AUM Growth
-$12.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,656
New
Increased
Reduced
Closed

Top Buys

1 +$8.94B
2 +$736M
3 +$711M
4
MRK icon
Merck
MRK
+$693M
5
NVDA icon
NVIDIA
NVDA
+$594M

Top Sells

1 +$5.01B
2 +$4.86B
3 +$1.71B
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.46B
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$873M

Sector Composition

1 Technology 10.09%
2 Financials 9.16%
3 Industrials 7.55%
4 Healthcare 7.36%
5 Consumer Discretionary 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$10.8M ﹤0.01%
1,124,310
-1,667,655
2027
$10.8M ﹤0.01%
536,709
-111,708
2028
$10.8M ﹤0.01%
212,086
+63,163
2029
$10.8M ﹤0.01%
358,909
-20,067
2030
$10.8M ﹤0.01%
570,870
-85,196
2031
$10.8M ﹤0.01%
421,963
-72,944
2032
$10.8M ﹤0.01%
340,790
-14,610
2033
$10.7M ﹤0.01%
500,353
-121
2034
$10.7M ﹤0.01%
317,748
+129,751
2035
$10.7M ﹤0.01%
185,467
+26,929
2036
$10.7M ﹤0.01%
484,486
-75,377
2037
$10.7M ﹤0.01%
485,790
+112,459
2038
$10.7M ﹤0.01%
1,194,672
-140,152
2039
$10.7M ﹤0.01%
151,554
+28,381
2040
$10.7M ﹤0.01%
785,879
-166,756
2041
$10.7M ﹤0.01%
234,072
-260,418
2042
$10.6M ﹤0.01%
315,759
-46,872
2043
$10.6M ﹤0.01%
332,470
-52,876
2044
$10.6M ﹤0.01%
378,261
+25,539
2045
$10.6M ﹤0.01%
802,267
-22,113
2046
$10.6M ﹤0.01%
777,461
-115,548
2047
$10.6M ﹤0.01%
430,434
+283,117
2048
$10.6M ﹤0.01%
100,551
-62,668
2049
$10.6M ﹤0.01%
195,752
+116,055
2050
$10.6M ﹤0.01%
165,788
-58,184