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
2801
$7.58M ﹤0.01%
430,220
+151,737
2802
$7.58M ﹤0.01%
305,478
-26,728
2803
$7.56M ﹤0.01%
1,377,084
+308,311
2804
$7.56M ﹤0.01%
187,194
+21,836
2805
$7.55M ﹤0.01%
1,304,124
+181,116
2806
$7.52M ﹤0.01%
427,753
+169,848
2807
$7.51M ﹤0.01%
455,016
+10,653
2808
$7.5M ﹤0.01%
724,110
-71,946
2809
$7.5M ﹤0.01%
406,159
-831,885
2810
$7.5M ﹤0.01%
271,889
+111
2811
$7.5M ﹤0.01%
93,446
-4,460
2812
$7.5M ﹤0.01%
93,164
+1,818
2813
$7.49M ﹤0.01%
787,977
+678,569
2814
$7.48M ﹤0.01%
744,003
+61,015
2815
$7.48M ﹤0.01%
113,680
-15,542
2816
$7.48M ﹤0.01%
187,184
+171,341
2817
$7.48M ﹤0.01%
1,519,534
+163,208
2818
$7.47M ﹤0.01%
167,739
+82,117
2819
$7.47M ﹤0.01%
161,365
-13,489
2820
$7.45M ﹤0.01%
112,622
+53,830
2821
$7.43M ﹤0.01%
894,474
-139,560
2822
$7.42M ﹤0.01%
218,438
-28,673
2823
$7.42M ﹤0.01%
176,979
-11,789
2824
$7.41M ﹤0.01%
207,860
+13,166
2825
$7.41M ﹤0.01%
1,266,086
+111,446