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
$1.02T
AUM Growth
+$135B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,326
New
Increased
Reduced
Closed

Top Buys

1 +$4.18B
2 +$2.55B
3 +$1.57B
4
VTV icon
Vanguard Value ETF
VTV
+$1.41B
5
GS icon
Goldman Sachs
GS
+$1.26B

Top Sells

1 +$1.42B
2 +$1.05B
3 +$914M
4
UNH icon
UnitedHealth
UNH
+$822M
5
NVDA icon
NVIDIA
NVDA
+$761M

Sector Composition

1 Technology 14.91%
2 Financials 8.1%
3 Healthcare 7.11%
4 Consumer Discretionary 6.24%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$18.6M ﹤0.01%
1,099,902
-248,758
2027
$18.6M ﹤0.01%
591,991
+43,331
2028
$18.6M ﹤0.01%
654,593
+84,389
2029
$18.6M ﹤0.01%
1,144,583
-30,969
2030
$18.6M ﹤0.01%
248,475
-3,924
2031
$18.5M ﹤0.01%
535,866
+59,011
2032
$18.4M ﹤0.01%
190,649
+1,490
2033
$18.4M ﹤0.01%
636,049
+161,215
2034
$18.4M ﹤0.01%
425,111
-83,506
2035
$18.4M ﹤0.01%
603,573
+241,781
2036
$18.3M ﹤0.01%
103,607
-6,956
2037
$18.3M ﹤0.01%
1,150,672
+303,687
2038
$18.3M ﹤0.01%
500,603
+31,281
2039
$18.2M ﹤0.01%
381,140
+222,174
2040
$18.2M ﹤0.01%
306,514
+203,982
2041
$18.2M ﹤0.01%
409,088
-52,736
2042
$18.1M ﹤0.01%
673,043
-57,251
2043
$18.1M ﹤0.01%
498,458
+135,893
2044
$18.1M ﹤0.01%
564,792
+487,600
2045
$18.1M ﹤0.01%
334,990
+78,726
2046
$18.1M ﹤0.01%
572,618
+201,429
2047
$18.1M ﹤0.01%
526,360
+121,050
2048
$18.1M ﹤0.01%
249,183
-6,756
2049
$18.1M ﹤0.01%
2,218,244
-124
2050
$18M ﹤0.01%
1,086,114
+580,899