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
$842B
AUM Growth
-$28.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,214
New
Increased
Reduced
Closed

Top Sells

1 +$5.3B
2 +$3.4B
3 +$3.18B
4
VTV icon
Vanguard Value ETF
VTV
+$2.7B
5
NVDA icon
NVIDIA
NVDA
+$2.4B

Sector Composition

1 Technology 13.87%
2 Financials 7.47%
3 Healthcare 7.43%
4 Consumer Discretionary 6.09%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$13.5M ﹤0.01%
569,895
+27,696
2027
$13.4M ﹤0.01%
796,277
+756,536
2028
$13.4M ﹤0.01%
160,513
-4,701
2029
$13.4M ﹤0.01%
126,517
-11,830
2030
$13.4M ﹤0.01%
307,881
+2,941
2031
$13.4M ﹤0.01%
156,965
-68,751
2032
$13.4M ﹤0.01%
420,638
+8,836
2033
$13.4M ﹤0.01%
800,589
-122,520
2034
$13.4M ﹤0.01%
1,550,115
+1,201,164
2035
$13.3M ﹤0.01%
2,445,279
+1,341,154
2036
$13.3M ﹤0.01%
499,710
-22,773
2037
$13.3M ﹤0.01%
396,104
-21,493
2038
$13.3M ﹤0.01%
153,434
+29,640
2039
$13.3M ﹤0.01%
2,010,568
-650,184
2040
$13.3M ﹤0.01%
891,133
-3,577
2041
$13.3M ﹤0.01%
300,742
-156,210
2042
$13.3M ﹤0.01%
845,425
-451,412
2043
$13.3M ﹤0.01%
217,685
+59,633
2044
$13.3M ﹤0.01%
532,818
-146,316
2045
$13.2M ﹤0.01%
295,159
+94,847
2046
$13.2M ﹤0.01%
1,014,132
-15,458
2047
$13.2M ﹤0.01%
121,969
-3,225
2048
$13.2M ﹤0.01%
337,735
+13,270
2049
$13.2M ﹤0.01%
493,431
-385,191
2050
$13.2M ﹤0.01%
255,294
-58,517