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
$795B
AUM Growth
+$34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,842
New
Increased
Reduced
Closed

Top Sells

1 +$6.33B
2 +$6.3B
3 +$4.35B
4
VTV icon
Vanguard Value ETF
VTV
+$4.34B
5
AAPL icon
Apple
AAPL
+$2.05B

Sector Composition

1 Technology 11.27%
2 Healthcare 8.46%
3 Financials 8.34%
4 Industrials 6.27%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$13.1M ﹤0.01%
232,734
-28,512
2027
$13.1M ﹤0.01%
+261,908
2028
$13.1M ﹤0.01%
350,917
+9,121
2029
$13.1M ﹤0.01%
271,012
+53,543
2030
$13.1M ﹤0.01%
437,815
-59,680
2031
$13.1M ﹤0.01%
178,198
-63,260
2032
$13M ﹤0.01%
78,171
-1,985
2033
$13M ﹤0.01%
347,310
-6,925
2034
$13M ﹤0.01%
1,016,900
-85,176
2035
$13M ﹤0.01%
158,746
+4,132
2036
$13M ﹤0.01%
577,862
+52,353
2037
$13M ﹤0.01%
919,178
+49,456
2038
$12.9M ﹤0.01%
177,867
+21,870
2039
$12.9M ﹤0.01%
533,446
-48,978
2040
$12.9M ﹤0.01%
509,853
+73,763
2041
$12.9M ﹤0.01%
765,125
+335,647
2042
$12.9M ﹤0.01%
424,922
-59,615
2043
$12.9M ﹤0.01%
225,327
+29,196
2044
$12.9M ﹤0.01%
470,554
-3,414
2045
$12.9M ﹤0.01%
505,442
+69,135
2046
$12.9M ﹤0.01%
1,034,006
-91,753
2047
$12.8M ﹤0.01%
458,575
-20,938
2048
$12.8M ﹤0.01%
438,757
+188,901
2049
$12.8M ﹤0.01%
292,417
+96,082
2050
$12.7M ﹤0.01%
163,152
-70,676