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
2701
$8.6M ﹤0.01%
+280,000
2702
$8.6M ﹤0.01%
269,680
-6,545
2703
$8.59M ﹤0.01%
1,606,156
+423,583
2704
$8.59M ﹤0.01%
131,954
+17,673
2705
$8.56M ﹤0.01%
933,682
+262,023
2706
$8.56M ﹤0.01%
390,660
+49,513
2707
$8.54M ﹤0.01%
257,636
+98,482
2708
$8.54M ﹤0.01%
19,934
+7,072
2709
$8.53M ﹤0.01%
307,914
+38,587
2710
$8.52M ﹤0.01%
146,159
+1,675
2711
$8.52M ﹤0.01%
233,581
+37,480
2712
$8.51M ﹤0.01%
204,668
-6,732
2713
$8.51M ﹤0.01%
124,601
-7,148
2714
$8.49M ﹤0.01%
396,869
-12,648
2715
$8.48M ﹤0.01%
304,006
+206,639
2716
$8.47M ﹤0.01%
80,453
+811
2717
$8.46M ﹤0.01%
38,776
-2,936
2718
$8.45M ﹤0.01%
263,885
-55,937
2719
$8.42M ﹤0.01%
186,702
-20,900
2720
$8.41M ﹤0.01%
134,202
+4,951
2721
$8.41M ﹤0.01%
229,133
+35,259
2722
$8.4M ﹤0.01%
122,945
-8,890
2723
$8.36M ﹤0.01%
137,872
-12,118
2724
$8.34M ﹤0.01%
808,057
-488,178
2725
$8.31M ﹤0.01%
226,110
-60,395