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
$597B
AUM Growth
+$73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,805
New
Increased
Reduced
Closed

Top Sells

1 +$3.48B
2 +$3.21B
3 +$1.59B
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.53B
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.39B

Sector Composition

1 Technology 10.4%
2 Financials 8.1%
3 Healthcare 7.77%
4 Industrials 6.38%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$11.4M ﹤0.01%
620,650
+314,638
2027
$11.4M ﹤0.01%
141,139
-30,332
2028
$11.4M ﹤0.01%
100,297
-19,294
2029
$11.4M ﹤0.01%
242,703
-32,856
2030
$11.3M ﹤0.01%
229,321
+1,168
2031
$11.3M ﹤0.01%
252,035
-130,423
2032
$11.3M ﹤0.01%
487,342
+126,199
2033
$11.3M ﹤0.01%
398,386
+84,803
2034
$11.3M ﹤0.01%
283,309
+34,280
2035
$11.3M ﹤0.01%
325,383
+54,808
2036
$11.2M ﹤0.01%
165,240
-40,075
2037
$11.2M ﹤0.01%
409,687
+35,009
2038
$11.2M ﹤0.01%
212,072
-31,216
2039
$11.2M ﹤0.01%
153,038
-52,256
2040
$11.2M ﹤0.01%
232,166
-30,848
2041
$11.2M ﹤0.01%
327,959
+325,450
2042
$11.2M ﹤0.01%
218,239
+58,786
2043
$11.1M ﹤0.01%
225,941
-18,679
2044
$11.1M ﹤0.01%
204,231
+21,970
2045
$11.1M ﹤0.01%
105,003
+57,019
2046
$11.1M ﹤0.01%
577,282
+33,090
2047
$11.1M ﹤0.01%
268,294
-244
2048
$11.1M ﹤0.01%
168,016
+43,040
2049
$11.1M ﹤0.01%
1,258,334
+719,390
2050
$11M ﹤0.01%
261,186
-25,338