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
376
$497M 0.04%
1,556,588
+29,998
377
$496M 0.04%
6,017,557
+68,671
378
$495M 0.04%
2,728,491
+31,685
379
$489M 0.04%
3,928,800
+127,978
380
$488M 0.04%
16,774,388
-1,087,023
381
$488M 0.04%
14,637,274
+64,662
382
$487M 0.04%
10,417,709
+949,879
383
$487M 0.04%
6,208,215
-76,975
384
$486M 0.04%
3,677,513
-53,216
385
$486M 0.04%
8,427,845
+1,186,327
386
$484M 0.04%
6,663,077
+495,491
387
$482M 0.04%
9,081,512
+229,016
388
$481M 0.04%
4,304,271
+472,337
389
$481M 0.04%
24,915,340
+1,771,830
390
$481M 0.04%
3,747,774
-2,241
391
$480M 0.04%
12,907,707
+2,059,390
392
$480M 0.04%
1,752,818
+65,638
393
$478M 0.04%
8,306,015
+2,708,014
394
$475M 0.04%
2,913,769
-18,777
395
$472M 0.04%
1,387,197
+48,189
396
$468M 0.04%
7,979,175
+1,389,393
397
$467M 0.04%
11,774,231
+565,881
398
$467M 0.04%
4,338,838
-66,703
399
$467M 0.04%
11,493,033
-3,503,162
400
$466M 0.04%
1,221,409
-468,818