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
3876
$1.63M ﹤0.01%
39,517
+30,052
3877
$1.63M ﹤0.01%
37,227
-7,292
3878
$1.62M ﹤0.01%
136,866
-425,172
3879
$1.62M ﹤0.01%
29,898
-152
3880
$1.62M ﹤0.01%
202,438
+110,640
3881
$1.62M ﹤0.01%
161,933
+24,730
3882
$1.62M ﹤0.01%
203,090
-200
3883
$1.62M ﹤0.01%
24,906
+1,264
3884
$1.62M ﹤0.01%
219,137
+81,477
3885
$1.61M ﹤0.01%
85,457
+49
3886
$1.61M ﹤0.01%
129,423
-61,586
3887
$1.61M ﹤0.01%
114,191
-22,027
3888
$1.61M ﹤0.01%
140,991
-1,683
3889
$1.6M ﹤0.01%
299,011
+52,592
3890
$1.6M ﹤0.01%
40,377
+23,088
3891
$1.59M ﹤0.01%
282,528
+1,040
3892
$1.59M ﹤0.01%
157,296
+39,501
3893
$1.59M ﹤0.01%
45,101
-5,614
3894
$1.59M ﹤0.01%
123,134
-87,887
3895
$1.59M ﹤0.01%
32,724
-3,719
3896
$1.59M ﹤0.01%
24,784
+1,018
3897
$1.59M ﹤0.01%
56,570
+992
3898
$1.58M ﹤0.01%
48,335
-182
3899
$1.58M ﹤0.01%
109,701
-132,830
3900
$1.58M ﹤0.01%
58,869
-296