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
4751
$327K ﹤0.01%
12,622
-2,476
4752
$326K ﹤0.01%
56,466
+18,109
4753
$326K ﹤0.01%
14,283
+3,115
4754
$326K ﹤0.01%
28,119
+10,021
4755
$324K ﹤0.01%
16,280
+1,316
4756
$324K ﹤0.01%
7,262
+315
4757
$324K ﹤0.01%
29,242
+916
4758
$324K ﹤0.01%
145,102
+19,610
4759
$322K ﹤0.01%
49,210
+2,629
4760
$322K ﹤0.01%
11,342
-49,198
4761
$322K ﹤0.01%
31,365
+316
4762
$322K ﹤0.01%
277,415
+100,969
4763
$321K ﹤0.01%
+30,029
4764
$319K ﹤0.01%
16,025
-153
4765
$319K ﹤0.01%
68,391
+16,154
4766
$319K ﹤0.01%
25,640
4767
$319K ﹤0.01%
85,182
+4,231
4768
$318K ﹤0.01%
97,891
-4,718
4769
$318K ﹤0.01%
+27,803
4770
$318K ﹤0.01%
19,792
+5,550
4771
$318K ﹤0.01%
34,452
+2,364
4772
$318K ﹤0.01%
21,499
+13,608
4773
$318K ﹤0.01%
174,623
+133,613
4774
$317K ﹤0.01%
59,324
-2,185
4775
$317K ﹤0.01%
13,763
-400