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
3326
$3.7M ﹤0.01%
310,194
-201,955
3327
$3.69M ﹤0.01%
234,393
+196,349
3328
$3.69M ﹤0.01%
70,720
-1,101,572
3329
$3.68M ﹤0.01%
3,803,725
+3,316,228
3330
$3.68M ﹤0.01%
158,487
+28,426
3331
$3.67M ﹤0.01%
1,113,259
-459,653
3332
$3.67M ﹤0.01%
322,565
-81,489
3333
$3.67M ﹤0.01%
287,659
-362,316
3334
$3.65M ﹤0.01%
207,818
+15,007
3335
$3.65M ﹤0.01%
973,855
+813,309
3336
$3.65M ﹤0.01%
73,034
+19,980
3337
$3.65M ﹤0.01%
532,402
+60,832
3338
$3.64M ﹤0.01%
242,139
-316,848
3339
$3.64M ﹤0.01%
412,165
-24,635
3340
$3.64M ﹤0.01%
156,645
-25,910
3341
$3.64M ﹤0.01%
172,885
+4,053
3342
$3.64M ﹤0.01%
178,251
-1,256,240
3343
$3.63M ﹤0.01%
194,711
+4,947
3344
$3.62M ﹤0.01%
136,497
-35,117
3345
$3.62M ﹤0.01%
249,818
-9,207
3346
$3.61M ﹤0.01%
1,074,216
+108,419
3347
$3.61M ﹤0.01%
78,230
-118,592
3348
$3.6M ﹤0.01%
440,792
+351,703
3349
$3.59M ﹤0.01%
302,180
+77,713
3350
$3.59M ﹤0.01%
309,664
-94,923