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
$893B
AUM Growth
+$57.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,571
New
Increased
Reduced
Closed

Top Buys

1 +$1.4B
2 +$1.17B
3 +$784M
4
CLF icon
Cleveland-Cliffs
CLF
+$667M
5
COP icon
ConocoPhillips
COP
+$609M

Top Sells

1 +$2.76B
2 +$1.83B
3 +$1.45B
4
AMZN icon
Amazon
AMZN
+$1.05B
5
JPM icon
JPMorgan Chase
JPM
+$940M

Sector Composition

1 Technology 12.64%
2 Financials 7.97%
3 Healthcare 7.14%
4 Consumer Discretionary 6.18%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$16.1M ﹤0.01%
62,666
-11,137
2027
$16.1M ﹤0.01%
93,679
+17,322
2028
$16.1M ﹤0.01%
67,695
-8,508
2029
$16M ﹤0.01%
425,035
+22,565
2030
$16M ﹤0.01%
533,819
+44,352
2031
$16M ﹤0.01%
252,307
-153,814
2032
$16M ﹤0.01%
339,385
-29,735
2033
$16M ﹤0.01%
713,174
+537,319
2034
$16M ﹤0.01%
1,280,330
-645,921
2035
$16M ﹤0.01%
683,422
+48,530
2036
$16M ﹤0.01%
1,365,348
-238,414
2037
$16M ﹤0.01%
679,447
-26,277
2038
$15.9M ﹤0.01%
176,052
-47,471
2039
$15.9M ﹤0.01%
860,939
+625
2040
$15.9M ﹤0.01%
395,715
+120,147
2041
$15.8M ﹤0.01%
370,581
-77,773
2042
$15.8M ﹤0.01%
119,989
-11,216
2043
$15.8M ﹤0.01%
734,150
+337,631
2044
$15.8M ﹤0.01%
652,957
+7,695
2045
$15.8M ﹤0.01%
1,585,695
-379,649
2046
$15.8M ﹤0.01%
52,449
+3,467
2047
$15.8M ﹤0.01%
356,094
-173,636
2048
$15.7M ﹤0.01%
237,673
+41,313
2049
$15.7M ﹤0.01%
1,365,030
+1,195,885
2050
$15.7M ﹤0.01%
1,317,816
-211,540