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
$524B
AUM Growth
-$69.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,883
New
Increased
Reduced
Closed

Top Sells

1 +$3.28B
2 +$794M
3 +$578M
4
HSBC icon
HSBC
HSBC
+$533M
5
EMR icon
Emerson Electric
EMR
+$519M

Sector Composition

1 Technology 9.1%
2 Healthcare 7.98%
3 Financials 7.97%
4 Industrials 6.13%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$9.4M ﹤0.01%
+353,339
2027
$9.38M ﹤0.01%
578,608
+41,244
2028
$9.38M ﹤0.01%
466,603
+81,211
2029
$9.37M ﹤0.01%
405,657
+2,545
2030
$9.37M ﹤0.01%
263,304
+64,434
2031
$9.37M ﹤0.01%
544,192
-68,241
2032
$9.36M ﹤0.01%
91,641
-102,455
2033
$9.35M ﹤0.01%
849,439
-255,385
2034
$9.35M ﹤0.01%
268,538
-18,550
2035
$9.32M ﹤0.01%
171,939
-14,251
2036
$9.31M ﹤0.01%
654,637
-139,656
2037
$9.29M ﹤0.01%
528,038
+22,201
2038
$9.29M ﹤0.01%
64,932
+3,935
2039
$9.27M ﹤0.01%
760,488
+340,178
2040
$9.26M ﹤0.01%
201,808
-21,892
2041
$9.26M ﹤0.01%
422,147
+15,958
2042
$9.23M ﹤0.01%
373,750
+15,656
2043
$9.23M ﹤0.01%
75,501
+6,380
2044
$9.21M ﹤0.01%
286,524
-35,235
2045
$9.21M ﹤0.01%
178,183
+21,192
2046
$9.19M ﹤0.01%
382,057
-101,509
2047
$9.16M ﹤0.01%
281,801
-81,221
2048
$9.14M ﹤0.01%
249,029
-18,506
2049
$9.13M ﹤0.01%
461,945
-6,257
2050
$9.12M ﹤0.01%
51,589
-22,364