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
$619B
AUM Growth
+$7.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,842
New
Increased
Reduced
Closed

Top Buys

1 +$5.35B
2 +$2.38B
3 +$758M
4
UPS icon
United Parcel Service
UPS
+$685M
5
BABA icon
Alibaba
BABA
+$566M

Top Sells

1 +$1.41B
2 +$1.17B
3 +$638M
4
QCOM icon
Qualcomm
QCOM
+$599M
5
AMAT icon
Applied Materials
AMAT
+$515M

Sector Composition

1 Technology 10.06%
2 Financials 8.62%
3 Healthcare 7.36%
4 Industrials 6.49%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$11.2M ﹤0.01%
201,856
+52,297
2027
$11.2M ﹤0.01%
124,517
-34,609
2028
$11.2M ﹤0.01%
187,386
-99,593
2029
$11.2M ﹤0.01%
219,211
-320,890
2030
$11.2M ﹤0.01%
271,484
+11,959
2031
$11.2M ﹤0.01%
213,447
-11,038
2032
$11.1M ﹤0.01%
543,756
+11,623
2033
$11.1M ﹤0.01%
399,919
+151,000
2034
$11.1M ﹤0.01%
498,621
+5,625
2035
$11.1M ﹤0.01%
490,954
-45,486
2036
$11.1M ﹤0.01%
82,205
+566
2037
$11M ﹤0.01%
385,770
-86,678
2038
$11M ﹤0.01%
3,176,645
+1,031,224
2039
$11M ﹤0.01%
210,255
+52,547
2040
$11M ﹤0.01%
1,196,707
+320,407
2041
$11M ﹤0.01%
75,958
-15,446
2042
$11M ﹤0.01%
601,357
-50,690
2043
$11M ﹤0.01%
327,382
-11,533
2044
$10.9M ﹤0.01%
3,464,273
+530,026
2045
$10.9M ﹤0.01%
173,279
+3,686
2046
$10.9M ﹤0.01%
761,754
+1,155
2047
$10.9M ﹤0.01%
125,056
-40,223
2048
$10.9M ﹤0.01%
11,792
-2,560
2049
$10.9M ﹤0.01%
469,656
-67,387
2050
$10.9M ﹤0.01%
382,460
-60,776