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
551
$276M 0.02%
599,470
+21,237
552
$273M 0.02%
1,095,467
+144,850
553
$273M 0.02%
2,842,527
+26,218
554
$273M 0.02%
2,318,697
-122,952
555
$272M 0.02%
2,903,204
+272,273
556
$272M 0.02%
5,432,894
+3,316,789
557
$271M 0.02%
5,190,818
+28,711
558
$270M 0.02%
4,009,354
+325,207
559
$270M 0.02%
2,395,693
+320,658
560
$269M 0.02%
7,373,107
+1,193,980
561
$268M 0.02%
1,646,631
+96,619
562
$268M 0.02%
7,258,186
+1,542,854
563
$268M 0.02%
6,376,951
+548,087
564
$267M 0.02%
18,192,951
-66,657
565
$267M 0.02%
1,964,294
-91,664
566
$266M 0.02%
1,854,140
+88,477
567
$266M 0.02%
3,623,991
+201,726
568
$266M 0.02%
1,504,199
+91,348
569
$265M 0.02%
7,360,172
-35,320
570
$264M 0.02%
2,363,737
+40,554
571
$264M 0.02%
1,883,358
+1,015,982
572
$263M 0.02%
1,885,625
+52,373
573
$263M 0.02%
2,013,779
+410,392
574
$262M 0.02%
828,156
+142,401
575
$261M 0.02%
1,760,080
-383,859