Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.08%
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 +$5.18B
2 +$4.63B
3 +$3.64B
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.46B
5
MSFT icon
Microsoft
MSFT
+$1.56B

Top Sells

1 +$998M
2 +$725M
3 +$687M
4
PGR icon
Progressive
PGR
+$581M
5
LLY icon
Eli Lilly
LLY
+$559M

Sector Composition

1 Technology 16.21%
2 Financials 7.87%
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
2601
$9.86M ﹤0.01%
103,790
+13,978
2602
$9.86M ﹤0.01%
479,655
-728,537
2603
$9.85M ﹤0.01%
878,698
+313,130
2604
$9.84M ﹤0.01%
440,164
-8,323
2605
$9.83M ﹤0.01%
49,788
-295
2606
$9.81M ﹤0.01%
2,671,747
-1,959,601
2607
$9.78M ﹤0.01%
558,396
+87,989
2608
$9.76M ﹤0.01%
126,694
-2,867
2609
$9.76M ﹤0.01%
386,203
-14,372
2610
$9.75M ﹤0.01%
57,604
-1,106
2611
$9.74M ﹤0.01%
178,913
+78,992
2612
$9.73M ﹤0.01%
250,704
+62,843
2613
$9.72M ﹤0.01%
419,395
-193,226
2614
$9.72M ﹤0.01%
319,105
+2,297
2615
$9.7M ﹤0.01%
186,970
-6,373
2616
$9.68M ﹤0.01%
238,717
+159,752
2617
$9.68M ﹤0.01%
36,507
+7,053
2618
$9.66M ﹤0.01%
485,650
+40,324
2619
$9.63M ﹤0.01%
371,505
+107,850
2620
$9.61M ﹤0.01%
517,867
+318,984
2621
$9.6M ﹤0.01%
387,390
+110,529
2622
$9.6M ﹤0.01%
204,505
+44,577
2623
$9.58M ﹤0.01%
273,172
-85,687
2624
$9.58M ﹤0.01%
152,994
+67,080
2625
$9.58M ﹤0.01%
197,972
-77,551