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
4676
$380K ﹤0.01%
15,832
-2,263
4677
$380K ﹤0.01%
108,213
+4,826
4678
$380K ﹤0.01%
9,861
+1,674
4679
$380K ﹤0.01%
4,600
4680
$379K ﹤0.01%
42,577
+5,582
4681
$379K ﹤0.01%
72,790
-18,966
4682
$378K ﹤0.01%
32,650
-208
4683
$377K ﹤0.01%
63,499
+24,922
4684
$377K ﹤0.01%
33,676
+11,399
4685
$377K ﹤0.01%
13,526
-19,136
4686
$375K ﹤0.01%
24,009
+224
4687
$374K ﹤0.01%
21,760
-439
4688
$374K ﹤0.01%
+233,826
4689
$374K ﹤0.01%
+15,128
4690
$373K ﹤0.01%
22,992
+11,042
4691
$371K ﹤0.01%
18,245
-1,420
4692
$371K ﹤0.01%
+12,336
4693
$370K ﹤0.01%
32,685
-239,935
4694
$370K ﹤0.01%
27,137
-932
4695
$369K ﹤0.01%
47,841
+1,319
4696
$369K ﹤0.01%
+8,743
4697
$368K ﹤0.01%
12,618
+941
4698
$367K ﹤0.01%
132,888
+8,518
4699
$366K ﹤0.01%
93,405
+5,540
4700
$366K ﹤0.01%
30,966
+5,045