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
5501
$47.5K ﹤0.01%
2,500
5502
$47.4K ﹤0.01%
3,288
+2,288
5503
$46.7K ﹤0.01%
801
-666
5504
$46.6K ﹤0.01%
3,214
+299
5505
$46.6K ﹤0.01%
12,970
-74,304
5506
$46.5K ﹤0.01%
+3,231
5507
$45.9K ﹤0.01%
988
+62
5508
$45.9K ﹤0.01%
44,994
-66,170
5509
$45.7K ﹤0.01%
54,300
+1,486
5510
$45.4K ﹤0.01%
1,886
+1,164
5511
$45.1K ﹤0.01%
10,938
-2,079
5512
$45.1K ﹤0.01%
11,099
+1,055
5513
$45K ﹤0.01%
1,511
+5
5514
$45K ﹤0.01%
2,710
-427
5515
$44.8K ﹤0.01%
40,003
+39,897
5516
$44.7K ﹤0.01%
37,892
+8,358
5517
$44.6K ﹤0.01%
26,711
+8,124
5518
$44.1K ﹤0.01%
2,300
+78
5519
$43.5K ﹤0.01%
12,659
+2,405
5520
$43.5K ﹤0.01%
999
5521
$43.2K ﹤0.01%
31,105
+5,842
5522
$43.1K ﹤0.01%
7,535
+23
5523
$42.9K ﹤0.01%
52,994
+23,648
5524
$42.8K ﹤0.01%
3,042
+167
5525
$42.7K ﹤0.01%
690
-24