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
$928B
AUM Growth
+$38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,083
New
Increased
Reduced
Closed

Top Buys

1 +$1.08B
2 +$901M
3 +$826M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$750M
5
PFG icon
Principal Financial Group
PFG
+$710M

Top Sells

1 +$11.6B
2 +$6.57B
3 +$1.43B
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.41B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.07B

Sector Composition

1 Technology 14.12%
2 Financials 7.8%
3 Healthcare 7.66%
4 Consumer Discretionary 6.31%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$17.2M ﹤0.01%
201,443
+6,470
2027
$17.2M ﹤0.01%
964,421
+258,930
2028
$17.2M ﹤0.01%
495,012
+2,731
2029
$17.2M ﹤0.01%
874,063
+107,975
2030
$17.2M ﹤0.01%
154,681
+42,946
2031
$17.2M ﹤0.01%
186,644
-10,401
2032
$17.1M ﹤0.01%
2,919,621
-1,666,919
2033
$17.1M ﹤0.01%
264,496
+86,094
2034
$17M ﹤0.01%
763,443
-49,042
2035
$17M ﹤0.01%
644,016
+75,079
2036
$16.9M ﹤0.01%
484,283
-32,226
2037
$16.9M ﹤0.01%
379,526
+27,302
2038
$16.8M ﹤0.01%
6,602,005
+3,658,022
2039
$16.7M ﹤0.01%
94,730
-2,742
2040
$16.7M ﹤0.01%
408,016
-24,482
2041
$16.7M ﹤0.01%
1,209,400
+577,310
2042
$16.7M ﹤0.01%
397,193
+77,412
2043
$16.6M ﹤0.01%
146,212
-4,830
2044
$16.6M ﹤0.01%
203,190
+93,530
2045
$16.6M ﹤0.01%
1,689,476
2046
$16.6M ﹤0.01%
197,389
+113,038
2047
$16.6M ﹤0.01%
377,044
+21,792
2048
$16.5M ﹤0.01%
182,401
+22,722
2049
$16.5M ﹤0.01%
2,353,893
-274,204
2050
$16.5M ﹤0.01%
412,730
-119,202