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
$1.04T
AUM Growth
+$27.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,551
New
Increased
Reduced
Closed

Top Buys

1 +$2.05B
2 +$1.79B
3 +$1.2B
4
ARM icon
Arm
ARM
+$882M
5
FCX icon
Freeport-McMoran
FCX
+$834M

Top Sells

1 +$4.17B
2 +$1.4B
3 +$1.13B
4
ORLY icon
O'Reilly Automotive
ORLY
+$755M
5
CMCSA icon
Comcast
CMCSA
+$675M

Sector Composition

1 Technology 16.64%
2 Financials 7.73%
3 Healthcare 6.94%
4 Consumer Discretionary 5.75%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$18.7M ﹤0.01%
422,292
+13,204
2027
$18.7M ﹤0.01%
262,640
-26,250
2028
$18.6M ﹤0.01%
197,211
+8,905
2029
$18.6M ﹤0.01%
731,026
-87,029
2030
$18.5M ﹤0.01%
456,499
-390,321
2031
$18.5M ﹤0.01%
381,976
+13,944
2032
$18.5M ﹤0.01%
370,927
+91,845
2033
$18.5M ﹤0.01%
2,690,431
+85,534
2034
$18.5M ﹤0.01%
1,155,195
+10,612
2035
$18.5M ﹤0.01%
302,483
+1,424
2036
$18.5M ﹤0.01%
824,744
+567,743
2037
$18.5M ﹤0.01%
513,745
+147,119
2038
$18.5M ﹤0.01%
794,420
-131,986
2039
$18.4M ﹤0.01%
8,995,055
-13,494,717
2040
$18.4M ﹤0.01%
238,249
+19,226
2041
$18.4M ﹤0.01%
131,354
-862
2042
$18.4M ﹤0.01%
172,525
-3,700
2043
$18.4M ﹤0.01%
1,832,661
-2,477,747
2044
$18.4M ﹤0.01%
162,638
-2,048
2045
$18.3M ﹤0.01%
1,486,742
-131,780
2046
$18.3M ﹤0.01%
711,314
+176,007
2047
$18.3M ﹤0.01%
419,080
-507,230
2048
$18.3M ﹤0.01%
76,206
-23,655
2049
$18.2M ﹤0.01%
297,671
+28,736
2050
$18.2M ﹤0.01%
966,409
+92,225