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
3001
$5.85M ﹤0.01%
500,013
+11
3002
$5.83M ﹤0.01%
429,963
+174,038
3003
$5.83M ﹤0.01%
183,407
+105,099
3004
$5.83M ﹤0.01%
435,660
+221,283
3005
$5.83M ﹤0.01%
161,268
+77,509
3006
$5.82M ﹤0.01%
273,303
-6,940
3007
$5.8M ﹤0.01%
715,751
-47,116
3008
$5.79M ﹤0.01%
626,395
+339,994
3009
$5.79M ﹤0.01%
812,033
+565,505
3010
$5.77M ﹤0.01%
138,501
+35,560
3011
$5.77M ﹤0.01%
863,640
+112,723
3012
$5.75M ﹤0.01%
587,173
-65,819
3013
$5.75M ﹤0.01%
201,747
+122,135
3014
$5.73M ﹤0.01%
364,125
+131,855
3015
$5.72M ﹤0.01%
364,498
+47,835
3016
$5.71M ﹤0.01%
262,696
-32,980
3017
$5.71M ﹤0.01%
107,471
-1,574
3018
$5.7M ﹤0.01%
141,358
+1,976
3019
$5.7M ﹤0.01%
52,266
+4,452
3020
$5.69M ﹤0.01%
126,646
+100,047
3021
$5.68M ﹤0.01%
313,183
+98,915
3022
$5.68M ﹤0.01%
598,780
+19,073
3023
$5.67M ﹤0.01%
512,804
+220,173
3024
$5.66M ﹤0.01%
305,594
-256,885
3025
$5.66M ﹤0.01%
304,239
-23,564