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
4201
$913K ﹤0.01%
69,775
+3,003
4202
$912K ﹤0.01%
12,391
-770
4203
$910K ﹤0.01%
81,504
+20,770
4204
$910K ﹤0.01%
70,137
-11,821
4205
$909K ﹤0.01%
101,807
+27,609
4206
$908K ﹤0.01%
5,621
+629
4207
$908K ﹤0.01%
161,556
+5,061
4208
$908K ﹤0.01%
12,558
-313,533
4209
$907K ﹤0.01%
21,620
+3,033
4210
$907K ﹤0.01%
90,522
+29,687
4211
$904K ﹤0.01%
12,648
+609
4212
$904K ﹤0.01%
69,867
-27,233
4213
$903K ﹤0.01%
15,813
+807
4214
$899K ﹤0.01%
81,642
-48,301
4215
$897K ﹤0.01%
25,935
4216
$896K ﹤0.01%
57,981
+13,567
4217
$895K ﹤0.01%
22,974
+7,153
4218
$894K ﹤0.01%
217,557
+133,539
4219
$893K ﹤0.01%
7,510
+237
4220
$890K ﹤0.01%
131,592
+45,516
4221
$889K ﹤0.01%
11,837
-8,182
4222
$889K ﹤0.01%
60,830
-4,518
4223
$884K ﹤0.01%
66,898
+6,788
4224
$882K ﹤0.01%
13,485
-87
4225
$881K ﹤0.01%
178,670
+123,536