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
$946B
AUM Growth
+$18.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,138
New
Increased
Reduced
Closed

Top Buys

1 +$13.3B
2 +$13.3B
3 +$4.76B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.43B
5
AAPL icon
Apple
AAPL
+$2.51B

Sector Composition

1 Technology 13.23%
2 Financials 7.73%
3 Healthcare 7.49%
4 Industrials 5.77%
5 Consumer Discretionary 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$16.2M ﹤0.01%
664,189
-2,859
2027
$16.1M ﹤0.01%
575,747
+471,814
2028
$16.1M ﹤0.01%
308,365
-55,472
2029
$16.1M ﹤0.01%
290,738
+183,131
2030
$16M ﹤0.01%
407,854
-541,399
2031
$16M ﹤0.01%
452,988
-22,461
2032
$16M ﹤0.01%
572,442
+56,562
2033
$16M ﹤0.01%
159,570
-16,575
2034
$16M ﹤0.01%
1,529,880
+45,265
2035
$15.9M ﹤0.01%
201,314
+89,425
2036
$15.9M ﹤0.01%
418,138
+38,912
2037
$15.9M ﹤0.01%
303,311
-8,978
2038
$15.9M ﹤0.01%
501,727
-338,728
2039
$15.9M ﹤0.01%
336,788
+17,192
2040
$15.9M ﹤0.01%
338,315
+30,038
2041
$15.8M ﹤0.01%
1,560,676
+224,184
2042
$15.8M ﹤0.01%
379,297
+17,527
2043
$15.8M ﹤0.01%
140,701
+4,981
2044
$15.8M ﹤0.01%
797,696
+173,208
2045
$15.8M ﹤0.01%
508,552
+289,290
2046
$15.7M ﹤0.01%
455,559
+86,391
2047
$15.7M ﹤0.01%
839,165
-31,780
2048
$15.7M ﹤0.01%
121,591
-15,406
2049
$15.7M ﹤0.01%
810,515
-365,277
2050
$15.7M ﹤0.01%
194,463
-6,980