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
501
$318M 0.03%
4,208,707
-561,013
502
$317M 0.03%
6,040,181
-22,086
503
$317M 0.03%
6,271,599
+181,080
504
$317M 0.03%
977,699
+40,313
505
$316M 0.03%
2,584,173
+300,145
506
$315M 0.03%
5,931,279
-940,087
507
$313M 0.03%
5,005,039
+283,758
508
$313M 0.03%
860,261
+59,567
509
$313M 0.03%
1,111,850
+118,231
510
$310M 0.02%
9,283,069
+816,446
511
$309M 0.02%
6,465,481
+200,118
512
$309M 0.02%
611,170
-39,273
513
$309M 0.02%
944,330
+11,145
514
$308M 0.02%
5,769,207
+75,814
515
$308M 0.02%
+6,225,524
516
$307M 0.02%
5,240,030
+1,057,493
517
$305M 0.02%
1,482,687
+104,891
518
$303M 0.02%
2,178,932
+871,121
519
$302M 0.02%
1,426,254
-1,259
520
$301M 0.02%
21,403,968
+5,766,733
521
$299M 0.02%
1,743,729
+229,172
522
$296M 0.02%
2,420,885
+27,374
523
$295M 0.02%
9,387,289
-559,976
524
$295M 0.02%
1,618,493
+3,385
525
$294M 0.02%
3,563,743
-36,441