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
401
$465M 0.04%
9,104,421
-271,419
402
$463M 0.04%
4,339,821
+9,647
403
$458M 0.04%
2,622,393
+2,486,832
404
$456M 0.04%
1,769,170
+55,313
405
$456M 0.04%
12,154,304
+815,095
406
$453M 0.04%
6,135,296
+413,874
407
$452M 0.04%
5,769,047
+501,473
408
$451M 0.04%
5,841,202
+689,373
409
$448M 0.04%
3,299,430
+371,648
410
$446M 0.04%
3,734,046
+2,898
411
$446M 0.04%
1,879,661
-706,002
412
$445M 0.04%
3,114,808
-2,855,294
413
$445M 0.04%
1,825,906
+19,133
414
$444M 0.04%
3,293,460
-385,667
415
$443M 0.04%
3,031,072
+69,047
416
$442M 0.04%
1,566,431
-15,833
417
$438M 0.04%
5,979,167
-1,214,849
418
$437M 0.04%
10,748,999
+20,074
419
$430M 0.03%
7,309,533
-259,289
420
$429M 0.03%
14,737,666
+2,098,375
421
$422M 0.03%
4,215,947
-675,183
422
$419M 0.03%
7,080,859
-239,890
423
$418M 0.03%
2,917,054
+229,813
424
$418M 0.03%
5,354,513
-112,537
425
$415M 0.03%
9,941,498
-4,580,877