Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

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
+23.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$644B
AUM Growth
+$24.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,800
New
Increased
Reduced
Closed

Top Buys

1 +$1.5B
2 +$836M
3 +$606M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$578M
5
VFC icon
VF Corp
VFC
+$500M

Top Sells

1 +$5.57B
2 +$4.65B
3 +$4.57B
4
STI
SunTrust Banks, Inc.
STI
+$1.54B
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$804M

Sector Composition

1 Technology 10.97%
2 Financials 9.13%
3 Healthcare 8%
4 Industrials 6.39%
5 Consumer Discretionary 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$11.8M ﹤0.01%
786,331
+632
2027
$11.8M ﹤0.01%
661,153
+227,878
2028
$11.8M ﹤0.01%
587,275
-15,130
2029
$11.8M ﹤0.01%
657,388
+53,078
2030
$11.8M ﹤0.01%
366,641
-21,117
2031
$11.8M ﹤0.01%
1,188,055
-8,652
2032
$11.8M ﹤0.01%
243,777
+26,872
2033
$11.8M ﹤0.01%
264,088
+34,037
2034
$11.8M ﹤0.01%
299,888
-73,228
2035
$11.7M ﹤0.01%
170,689
-1,774
2036
$11.7M ﹤0.01%
479,648
-173
2037
$11.7M ﹤0.01%
125,869
+63,601
2038
$11.7M ﹤0.01%
341,844
+18,309
2039
$11.7M ﹤0.01%
253,837
-10,205
2040
$11.7M ﹤0.01%
119,076
+28,693
2041
$11.7M ﹤0.01%
644,974
+418,880
2042
$11.6M ﹤0.01%
506,919
+8,298
2043
$11.6M ﹤0.01%
655,639
-74,165
2044
$11.6M ﹤0.01%
1,274,767
+147,139
2045
$11.6M ﹤0.01%
230,198
+2,201
2046
$11.6M ﹤0.01%
522,013
-28,369
2047
$11.5M ﹤0.01%
103,817
+20,521
2048
$11.5M ﹤0.01%
558,605
-141,406
2049
$11.5M ﹤0.01%
298,970
-2,832
2050
$11.5M ﹤0.01%
247,900
-115,745