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
$1.14T
AUM Growth
+$100B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,567
New
Increased
Reduced
Closed

Top Buys

1 +$5.38B
2 +$4.76B
3 +$3.7B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.56B
5
MSFT icon
Microsoft
MSFT
+$1.57B

Top Sells

1 +$1.01B
2 +$769M
3 +$680M
4
PGR icon
Progressive
PGR
+$634M
5
META icon
Meta Platforms (Facebook)
META
+$556M

Sector Composition

1 Technology 16.21%
2 Financials 7.86%
3 Healthcare 6.81%
4 Consumer Discretionary 5.95%
5 Industrials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$21M ﹤0.01%
608,148
+19,215
2027
$20.9M ﹤0.01%
428,139
+181,142
2028
$20.8M ﹤0.01%
588,939
-105,941
2029
$20.8M ﹤0.01%
252,343
+14,094
2030
$20.8M ﹤0.01%
152,322
-7,657
2031
$20.8M ﹤0.01%
203,326
+6,115
2032
$20.8M ﹤0.01%
1,032,187
-343,558
2033
$20.8M ﹤0.01%
1,646,700
+469,539
2034
$20.8M ﹤0.01%
850,623
-138,680
2035
$20.8M ﹤0.01%
510,721
-43,593
2036
$20.8M ﹤0.01%
495,747
-46,926
2037
$20.7M ﹤0.01%
1,137,131
-123,923
2038
$20.6M ﹤0.01%
1,116,249
+319,082
2039
$20.4M ﹤0.01%
1,031,671
+210,783
2040
$20.4M ﹤0.01%
1,585,542
+574,395
2041
$20.4M ﹤0.01%
3,165,544
+152,244
2042
$20.4M ﹤0.01%
564,950
+88,824
2043
$20.4M ﹤0.01%
1,389,604
+267,778
2044
$20.4M ﹤0.01%
197,551
+51,889
2045
$20.3M ﹤0.01%
189,034
+2,266
2046
$20.3M ﹤0.01%
231,498
+69,391
2047
$20.3M ﹤0.01%
971,223
+68,089
2048
$20.3M ﹤0.01%
320,532
-34,911
2049
$20.2M ﹤0.01%
385,120
+4,541
2050
$20.2M ﹤0.01%
298,354
-4,129