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
2501
$11.4M ﹤0.01%
136,025
+53,814
2502
$11.4M ﹤0.01%
159,074
-171,561
2503
$11.4M ﹤0.01%
326,011
+86,566
2504
$11.3M ﹤0.01%
215,363
-189,927
2505
$11.3M ﹤0.01%
2,214,675
-44,941
2506
$11.2M ﹤0.01%
283,093
+2,976
2507
$11.2M ﹤0.01%
892,770
-40,084
2508
$11.2M ﹤0.01%
578,760
+54,746
2509
$11.2M ﹤0.01%
268,849
+21,806
2510
$11.2M ﹤0.01%
676,894
+251,315
2511
$11.2M ﹤0.01%
150,540
+34,664
2512
$11.2M ﹤0.01%
552,570
+16,034
2513
$11.2M ﹤0.01%
399,341
-14,960
2514
$11.2M ﹤0.01%
286,148
+13,051
2515
$11.2M ﹤0.01%
1,707,506
-1,351,446
2516
$11.1M ﹤0.01%
189,673
-74,200
2517
$11.1M ﹤0.01%
68,675
-1,165
2518
$11.1M ﹤0.01%
116,305
-29,418
2519
$11.1M ﹤0.01%
148,913
-128,395
2520
$11.1M ﹤0.01%
814,408
-32,356
2521
$11M ﹤0.01%
220,983
-331,736
2522
$11M ﹤0.01%
164,672
+807
2523
$11M ﹤0.01%
333,429
-22,971
2524
$11M ﹤0.01%
413,617
+26,387
2525
$11M ﹤0.01%
450,766
+20,958