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Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 25.25%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$612B
AUM Growth
+$14.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,782
New
Increased
Reduced
Closed

Top Sells

1 +$6.7B
2 +$1.37B
3 +$1.27B
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.07B
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$862M

Sector Composition

1 Technology 10.57%
2 Financials 8.55%
3 Healthcare 7.62%
4 Industrials 6.43%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$11.7M ﹤0.01%
96,924
-4,867
2027
$11.7M ﹤0.01%
446,214
-11,485
2028
$11.7M ﹤0.01%
213,142
-80,194
2029
$11.6M ﹤0.01%
299,814
+3,407
2030
$11.6M ﹤0.01%
259,356
+7,321
2031
$11.6M ﹤0.01%
255,895
+3,481
2032
$11.6M ﹤0.01%
489,698
+3,391
2033
$11.6M ﹤0.01%
252,726
-140,249
2034
$11.6M ﹤0.01%
457,934
+213,573
2035
$11.6M ﹤0.01%
153,958
-42,482
2036
$11.5M ﹤0.01%
250,227
-118,031
2037
$11.4M ﹤0.01%
192,077
+18,777
2038
$11.4M ﹤0.01%
52,028
+574
2039
$11.4M ﹤0.01%
257,334
+6,453
2040
$11.4M ﹤0.01%
299,512
-129,032
2041
$11.4M ﹤0.01%
228,829
+33,917
2042
$11.4M ﹤0.01%
532,133
-122,093
2043
$11.3M ﹤0.01%
216,880
+20,471
2044
$11.3M ﹤0.01%
270,642
+444
2045
$11.3M ﹤0.01%
358,135
+13,417
2046
$11.3M ﹤0.01%
224,485
-373,174
2047
$11.3M ﹤0.01%
66,348
+1,951
2048
$11.3M ﹤0.01%
163,389
-11,140
2049
$11.3M ﹤0.01%
109,686
+12,490
2050
$11.3M ﹤0.01%
305,472
-106,285