Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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 16.22%
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
301
$695M 0.06%
6,791,749
-593,461
302
$694M 0.06%
13,681,002
-724,742
303
$694M 0.06%
5,799,555
+112,900
304
$682M 0.05%
55,208,800
+273,619
305
$679M 0.05%
13,020,823
+1,137,900
306
$676M 0.05%
21,382,587
+295,789
307
$672M 0.05%
7,006,400
-89,852
308
$671M 0.05%
11,609,448
+515,072
309
$668M 0.05%
5,083,631
+101,408
310
$667M 0.05%
11,575,503
+367,366
311
$662M 0.05%
6,238,236
-3,676,918
312
$659M 0.05%
22,402,949
+14,216,578
313
$654M 0.05%
4,845,238
+24,408
314
$654M 0.05%
8,162,717
-2,413,741
315
$648M 0.05%
4,271,100
-118,725
316
$643M 0.05%
5,231,314
+362,294
317
$640M 0.05%
17,568,014
+1,663,314
318
$639M 0.05%
2,504,207
+71,028
319
$631M 0.05%
5,325,918
+335,294
320
$630M 0.05%
13,943,467
+64,365
321
$629M 0.05%
19,801,168
-2,760,385
322
$627M 0.05%
22,236,264
-537,507
323
$626M 0.05%
6,332,976
-2,645,811
324
$624M 0.05%
3,253,938
+230,514
325
$622M 0.05%
12,471,318
-4,236,240