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
2551
$10.6M ﹤0.01%
1,173,709
+42,107
2552
$10.6M ﹤0.01%
222,646
+10,501
2553
$10.6M ﹤0.01%
551,328
-68,061
2554
$10.6M ﹤0.01%
92,661
+57,880
2555
$10.6M ﹤0.01%
335,873
-2,424
2556
$10.5M ﹤0.01%
109,927
-2,650
2557
$10.5M ﹤0.01%
379,935
+81,935
2558
$10.5M ﹤0.01%
310,924
+15,886
2559
$10.5M ﹤0.01%
158,097
-2,984
2560
$10.5M ﹤0.01%
500,806
+279,475
2561
$10.5M ﹤0.01%
104,906
+2,456
2562
$10.5M ﹤0.01%
291,712
+114,938
2563
$10.5M ﹤0.01%
429,904
-27,306
2564
$10.4M ﹤0.01%
819,299
-29,672
2565
$10.4M ﹤0.01%
183,148
+6,068
2566
$10.3M ﹤0.01%
244,315
-3,822
2567
$10.3M ﹤0.01%
411,606
-47,086
2568
$10.3M ﹤0.01%
452,731
+19,413
2569
$10.2M ﹤0.01%
772,561
+143,097
2570
$10.2M ﹤0.01%
164,884
+6,981
2571
$10.2M ﹤0.01%
104,912
+62,398
2572
$10.2M ﹤0.01%
1,010,304
+44,685
2573
$10.2M ﹤0.01%
330,197
+131,221
2574
$10.1M ﹤0.01%
348,164
-393,884
2575
$10.1M ﹤0.01%
429,792
+11,203