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
$1.13T
AUM Growth
+$44.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,547
New
Increased
Reduced
Closed

Top Buys

1 +$4.24B
2 +$3.79B
3 +$1.9B
4
MSFT icon
Microsoft
MSFT
+$1.9B
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.73B

Top Sells

1 +$2.56B
2 +$1.46B
3 +$1.26B
4
MBB icon
iShares MBS ETF
MBB
+$1.26B
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.1B

Sector Composition

1 Technology 14.43%
2 Financials 8.8%
3 Healthcare 6.75%
4 Consumer Discretionary 5.95%
5 Industrials 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$22M ﹤0.01%
490,721
+174,085
2027
$22M ﹤0.01%
508,508
+280,663
2028
$21.9M ﹤0.01%
1,154,497
+307,442
2029
$21.9M ﹤0.01%
433,653
+32,528
2030
$21.9M ﹤0.01%
722,102
+623,640
2031
$21.8M ﹤0.01%
502,779
+327,747
2032
$21.8M ﹤0.01%
436,572
+93,186
2033
$21.8M ﹤0.01%
478,855
-437,063
2034
$21.8M ﹤0.01%
347,309
-6,859
2035
$21.7M ﹤0.01%
474,354
-37,459
2036
$21.7M ﹤0.01%
680,748
+265,893
2037
$21.7M ﹤0.01%
191,938
+84,369
2038
$21.7M ﹤0.01%
830,473
+307,426
2039
$21.7M ﹤0.01%
791,503
+38,936
2040
$21.7M ﹤0.01%
485,892
+27,584
2041
$21.6M ﹤0.01%
2,656,673
+30,975
2042
$21.6M ﹤0.01%
+815,563
2043
$21.6M ﹤0.01%
967,041
-3,933
2044
$21.6M ﹤0.01%
4,193,311
+883,663
2045
$21.5M ﹤0.01%
637,032
+499,693
2046
$21.5M ﹤0.01%
143,313
+46,714
2047
$21.5M ﹤0.01%
137,892
+111,509
2048
$21.5M ﹤0.01%
208,093
+21,280
2049
$21.4M ﹤0.01%
750,176
+3,914
2050
$21.4M ﹤0.01%
236,760
+112,986