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
$594B
AUM Growth
+$36.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,888
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.97%
2 Financials 8.51%
3 Healthcare 7.76%
4 Industrials 7.14%
5 Consumer Discretionary 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$11.5M ﹤0.01%
229,328
-13,648
2027
$11.5M ﹤0.01%
365,558
+122,603
2028
$11.5M ﹤0.01%
271,913
+45,725
2029
$11.5M ﹤0.01%
452,910
-2,235
2030
$11.5M ﹤0.01%
893,718
+5,901
2031
$11.4M ﹤0.01%
373,058
-127,138
2032
$11.4M ﹤0.01%
55,238
+10,770
2033
$11.4M ﹤0.01%
616,536
-26,497
2034
$11.4M ﹤0.01%
872,957
+697,038
2035
$11.4M ﹤0.01%
612,433
-39,351
2036
$11.4M ﹤0.01%
611,668
+14,051
2037
$11.4M ﹤0.01%
90,164
-35,942
2038
$11.4M ﹤0.01%
121,619
-2,002
2039
$11.4M ﹤0.01%
179,948
-2,217
2040
$11.4M ﹤0.01%
5,049
+967
2041
$11.4M ﹤0.01%
230,355
-2,802
2042
$11.4M ﹤0.01%
359,612
-5,908
2043
$11.4M ﹤0.01%
194,987
-21,628
2044
$11.3M ﹤0.01%
271,958
+10,132
2045
$11.3M ﹤0.01%
595,494
-179,682
2046
$11.3M ﹤0.01%
154,531
+20,259
2047
$11.3M ﹤0.01%
198,995
-42,851
2048
$11.3M ﹤0.01%
455,384
+196,413
2049
$11.3M ﹤0.01%
239,378
+54,408
2050
$11.3M ﹤0.01%
856,959
-188,305