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
$871B
AUM Growth
+$75.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,695
New
Increased
Reduced
Closed

Top Buys

1 +$3.42B
2 +$2.57B
3 +$2.54B
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.5B
5
NVDA icon
NVIDIA
NVDA
+$2.21B

Sector Composition

1 Technology 13.89%
2 Healthcare 7.79%
3 Financials 7.57%
4 Consumer Discretionary 6.19%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$15.4M ﹤0.01%
199,941
+23,989
2027
$15.4M ﹤0.01%
248,439
+66,437
2028
$15.4M ﹤0.01%
344,721
+74,645
2029
$15.3M ﹤0.01%
266,466
+27,834
2030
$15.3M ﹤0.01%
1,207,892
+58,145
2031
$15.3M ﹤0.01%
1,226,405
-203,829
2032
$15.2M ﹤0.01%
281,128
+104,718
2033
$15.2M ﹤0.01%
381,828
-103,347
2034
$15.2M ﹤0.01%
262,244
+61,917
2035
$15.2M ﹤0.01%
661,994
+110,733
2036
$15.2M ﹤0.01%
305,169
+1,382
2037
$15.1M ﹤0.01%
3,082,935
-1,490,862
2038
$15.1M ﹤0.01%
1,184,478
+146,468
2039
$15.1M ﹤0.01%
387,757
+39,672
2040
$15.1M ﹤0.01%
472,603
+173,547
2041
$15M ﹤0.01%
210,398
-33,249
2042
$15M ﹤0.01%
591,000
-17,662
2043
$15M ﹤0.01%
233,579
+14,943
2044
$15M ﹤0.01%
155,169
+52,708
2045
$15M ﹤0.01%
242,607
+6,239
2046
$15M ﹤0.01%
275,297
+6,908
2047
$15M ﹤0.01%
801,576
-5,787
2048
$15M ﹤0.01%
529,513
+90,756
2049
$14.9M ﹤0.01%
857,724
+142,056
2050
$14.9M ﹤0.01%
613,355
+102,915