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
2526
$11M ﹤0.01%
155,132
-855
2527
$10.9M ﹤0.01%
444,053
+301,678
2528
$10.9M ﹤0.01%
1,175,905
+608,782
2529
$10.9M ﹤0.01%
952,434
+389,311
2530
$10.9M ﹤0.01%
249,099
-48,047
2531
$10.9M ﹤0.01%
463,293
+7,972
2532
$10.9M ﹤0.01%
294,861
+30,993
2533
$10.8M ﹤0.01%
38,077
+7,587
2534
$10.8M ﹤0.01%
348,704
-13,486
2535
$10.8M ﹤0.01%
608,804
+345,979
2536
$10.8M ﹤0.01%
378,755
+18,869
2537
$10.8M ﹤0.01%
784,068
+6,888
2538
$10.7M ﹤0.01%
168,554
+20,840
2539
$10.7M ﹤0.01%
732,326
+92,417
2540
$10.7M ﹤0.01%
687,328
+143,585
2541
$10.7M ﹤0.01%
98,330
+18,843
2542
$10.7M ﹤0.01%
278,476
-24,711
2543
$10.7M ﹤0.01%
757,615
-117,268
2544
$10.7M ﹤0.01%
155,344
-1,003
2545
$10.7M ﹤0.01%
115,695
+8,461
2546
$10.7M ﹤0.01%
138,437
+74,052
2547
$10.7M ﹤0.01%
680,183
-2,969
2548
$10.6M ﹤0.01%
634,980
+264,973
2549
$10.6M ﹤0.01%
134,694
+1,535
2550
$10.6M ﹤0.01%
340,326
+89,745