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
3801
$1.84M ﹤0.01%
48,572
+36,210
3802
$1.83M ﹤0.01%
255,381
+137,305
3803
$1.83M ﹤0.01%
86,401
+69,627
3804
$1.83M ﹤0.01%
126,822
-3,984
3805
$1.83M ﹤0.01%
55,153
+40
3806
$1.82M ﹤0.01%
116,011
+34,443
3807
$1.82M ﹤0.01%
191,874
-282,087
3808
$1.81M ﹤0.01%
169,367
+140,278
3809
$1.81M ﹤0.01%
216,784
+147,076
3810
$1.81M ﹤0.01%
56,351
+5,694
3811
$1.81M ﹤0.01%
165,921
+14,627
3812
$1.8M ﹤0.01%
141,236
+5,056
3813
$1.8M ﹤0.01%
259,501
+1,728
3814
$1.79M ﹤0.01%
410,536
+301,913
3815
$1.79M ﹤0.01%
111,014
+69,367
3816
$1.78M ﹤0.01%
256,314
+15,674
3817
$1.78M ﹤0.01%
239,320
-37,771
3818
$1.78M ﹤0.01%
312,591
+236,833
3819
$1.76M ﹤0.01%
217,455
+45,414
3820
$1.76M ﹤0.01%
56,209
-1,955
3821
$1.76M ﹤0.01%
68,072
-3,368
3822
$1.76M ﹤0.01%
45,347
-1,041
3823
$1.76M ﹤0.01%
75,400
+6,876
3824
$1.76M ﹤0.01%
362,259
+87,343
3825
$1.76M ﹤0.01%
114,814
+53,482