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
2751
$7.97M ﹤0.01%
159,595
+35,317
2752
$7.97M ﹤0.01%
46,443
+5,912
2753
$7.96M ﹤0.01%
335,272
+9,192
2754
$7.96M ﹤0.01%
3,038,756
+2,100,243
2755
$7.95M ﹤0.01%
228,835
-7,127
2756
$7.95M ﹤0.01%
339,114
+6,355
2757
$7.93M ﹤0.01%
751,040
+265,831
2758
$7.93M ﹤0.01%
103,447
+13,859
2759
$7.92M ﹤0.01%
69,100
+2,210
2760
$7.91M ﹤0.01%
199,003
+111,317
2761
$7.91M ﹤0.01%
151,814
+42,387
2762
$7.9M ﹤0.01%
223,999
-6,456
2763
$7.9M ﹤0.01%
82,241
+172
2764
$7.88M ﹤0.01%
503,856
-47,780
2765
$7.87M ﹤0.01%
2,497,940
+1,281,522
2766
$7.86M ﹤0.01%
192,815
-2,555
2767
$7.85M ﹤0.01%
330,003
+2,452
2768
$7.83M ﹤0.01%
172,126
+31,446
2769
$7.83M ﹤0.01%
633,534
+219,679
2770
$7.83M ﹤0.01%
648,745
+21,270
2771
$7.83M ﹤0.01%
388,809
-84,580
2772
$7.82M ﹤0.01%
717,162
-3,674,344
2773
$7.82M ﹤0.01%
117,298
+4,636
2774
$7.82M ﹤0.01%
297,758
+37,294
2775
$7.81M ﹤0.01%
591,840
-42,291