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
$880B
AUM Growth
+$67.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,372
New
Increased
Reduced
Closed

Top Buys

1 +$1.06B
2 +$1.03B
3 +$963M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$906M
5
MBB icon
iShares MBS ETF
MBB
+$884M

Top Sells

1 +$2.6B
2 +$1.63B
3 +$1.52B
4
TXN icon
Texas Instruments
TXN
+$995M
5
VT icon
Vanguard Total World Stock ETF
VT
+$973M

Sector Composition

1 Technology 14.1%
2 Financials 7.8%
3 Healthcare 7.12%
4 Industrials 6.02%
5 Consumer Discretionary 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$15M ﹤0.01%
283,289
-16,892
2027
$15M ﹤0.01%
209,025
+66,203
2028
$15M ﹤0.01%
141,684
+39,116
2029
$14.9M ﹤0.01%
809,097
-168,057
2030
$14.9M ﹤0.01%
250,800
+93,341
2031
$14.9M ﹤0.01%
270,022
+29,486
2032
$14.9M ﹤0.01%
316,516
+233,565
2033
$14.8M ﹤0.01%
182,180
+1,807
2034
$14.8M ﹤0.01%
229,153
+94,552
2035
$14.8M ﹤0.01%
138,194
+28,192
2036
$14.7M ﹤0.01%
856,281
-19,305
2037
$14.7M ﹤0.01%
223,296
-37,777
2038
$14.6M ﹤0.01%
678,981
-221,335
2039
$14.6M ﹤0.01%
1,042,207
+153,016
2040
$14.6M ﹤0.01%
1,621,467
+406,241
2041
$14.6M ﹤0.01%
964,153
+400,798
2042
$14.5M ﹤0.01%
592,225
+53,897
2043
$14.5M ﹤0.01%
759,440
-4,369
2044
$14.5M ﹤0.01%
269,750
+189,725
2045
$14.5M ﹤0.01%
637,632
+52,092
2046
$14.5M ﹤0.01%
661,977
-82,432
2047
$14.5M ﹤0.01%
655,231
+16,773
2048
$14.5M ﹤0.01%
622,976
+205,515
2049
$14.5M ﹤0.01%
277,151
-3,781
2050
$14.5M ﹤0.01%
124,249
+6,470