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
$624B
AUM Growth
+$95.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,701
New
Increased
Reduced
Closed

Top Buys

1 +$5.59B
2 +$3.23B
3 +$932M
4
CVX icon
Chevron
CVX
+$805M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$796M

Top Sells

1 +$6.87B
2 +$2.19B
3 +$1.49B
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.05B
5
RTN
Raytheon Company
RTN
+$899M

Sector Composition

1 Technology 12.71%
2 Healthcare 8.21%
3 Financials 7.48%
4 Consumer Discretionary 6.15%
5 Industrials 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$9.16M ﹤0.01%
568,677
-92,590
2027
$9.15M ﹤0.01%
171,190
-80,216
2028
$9.13M ﹤0.01%
421,155
+66,397
2029
$9.13M ﹤0.01%
3,594,519
+713,536
2030
$9.13M ﹤0.01%
791,107
-155,695
2031
$9.13M ﹤0.01%
409,491
-507,462
2032
$9.12M ﹤0.01%
253,129
-128,501
2033
$9.12M ﹤0.01%
389,548
-32,661
2034
$9.11M ﹤0.01%
197,640
+3,428
2035
$9.09M ﹤0.01%
2,628,295
-350,732
2036
$9.06M ﹤0.01%
204,752
+48,341
2037
$9.06M ﹤0.01%
409,209
-48,425
2038
$9.05M ﹤0.01%
107,498
+22,169
2039
$9.04M ﹤0.01%
849,331
+36,862
2040
$9.04M ﹤0.01%
859,501
+124,928
2041
$9.04M ﹤0.01%
379,657
-919,974
2042
$9.03M ﹤0.01%
233,137
-255,275
2043
$9.01M ﹤0.01%
471,018
+716
2044
$9M ﹤0.01%
405,150
+6,880
2045
$8.99M ﹤0.01%
212,878
+40,050
2046
$8.97M ﹤0.01%
287,606
-119,375
2047
$8.96M ﹤0.01%
264,338
+38,069
2048
$8.94M ﹤0.01%
647,999
+100,947
2049
$8.92M ﹤0.01%
89,553
+23,930
2050
$8.91M ﹤0.01%
8,793
-1,560