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
451
$374M 0.03%
11,301,428
+2,993,490
452
$373M 0.03%
3,144,157
+330,947
453
$373M 0.03%
1,943,380
-92,249
454
$370M 0.03%
4,593,904
+24,189
455
$366M 0.03%
1,273,737
+141,257
456
$366M 0.03%
627,664
+38,675
457
$364M 0.03%
2,692,646
+33,045
458
$362M 0.03%
3,363,667
-88,072
459
$362M 0.03%
3,236,993
+362,523
460
$361M 0.03%
11,688,510
+3,057,814
461
$359M 0.03%
1,996,727
-69,401
462
$359M 0.03%
4,989,276
+112,427
463
$355M 0.03%
2,681,354
+12,511
464
$353M 0.03%
1,622,307
+16,530
465
$352M 0.03%
695,731
-84,929
466
$351M 0.03%
5,726,930
+1,060,814
467
$351M 0.03%
10,096,108
+2,153,540
468
$350M 0.03%
690,451
+60,659
469
$348M 0.03%
6,379,127
+1,032,844
470
$347M 0.03%
6,976,424
-746,322
471
$346M 0.03%
3,127,802
+91,157
472
$346M 0.03%
2,630,662
-144,840
473
$345M 0.03%
3,149,838
+457,365
474
$345M 0.03%
2,946,317
+602,234
475
$342M 0.03%
3,392,516
-365,897