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
3776
$1.92M ﹤0.01%
+70,873
3777
$1.92M ﹤0.01%
51,655
-13,815
3778
$1.91M ﹤0.01%
154,139
-8,143
3779
$1.91M ﹤0.01%
59,324
-8,390
3780
$1.91M ﹤0.01%
60,303
+31,962
3781
$1.91M ﹤0.01%
71,063
+50,889
3782
$1.91M ﹤0.01%
229,899
-136,296
3783
$1.9M ﹤0.01%
955,928
+521,629
3784
$1.9M ﹤0.01%
99,207
+31,430
3785
$1.89M ﹤0.01%
36,766
-13,578
3786
$1.89M ﹤0.01%
285,833
-753,309
3787
$1.88M ﹤0.01%
162,595
+55,103
3788
$1.88M ﹤0.01%
32,228
-163
3789
$1.88M ﹤0.01%
485,125
+57,729
3790
$1.88M ﹤0.01%
110,733
-55,979
3791
$1.88M ﹤0.01%
103,779
+5,747
3792
$1.87M ﹤0.01%
39,601
+33,210
3793
$1.87M ﹤0.01%
53,042
+7,008
3794
$1.87M ﹤0.01%
43,609
+4,326
3795
$1.87M ﹤0.01%
215,501
-99,116
3796
$1.87M ﹤0.01%
171,426
-72,933
3797
$1.86M ﹤0.01%
166,391
-2,226
3798
$1.86M ﹤0.01%
19,658
+13,155
3799
$1.85M ﹤0.01%
1,123,552
-39,872
3800
$1.85M ﹤0.01%
281,310
-95