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
626
$222M 0.02%
7,298,944
+252,777
627
$221M 0.02%
1,238,192
-14,665
628
$220M 0.02%
140,082
-1,047
629
$219M 0.02%
2,891,336
-1,075,006
630
$219M 0.02%
2,110,469
+40,128
631
$217M 0.02%
629,791
+21,284
632
$217M 0.02%
6,001,653
+366,300
633
$217M 0.02%
557,352
+51,453
634
$216M 0.02%
10,849,540
+2,039,474
635
$215M 0.02%
1,996,008
+1,010,519
636
$214M 0.02%
1,363,788
-500,706
637
$213M 0.02%
2,217,254
-104,878
638
$211M 0.02%
5,645,555
+124,829
639
$210M 0.02%
1,658,934
+48,698
640
$210M 0.02%
5,771,730
+876,068
641
$210M 0.02%
3,033,857
-3,159
642
$210M 0.02%
1,822,687
+157,088
643
$208M 0.02%
643,133
+93,490
644
$208M 0.02%
20,422,155
-446,562
645
$207M 0.02%
1,200,795
-26,066
646
$207M 0.02%
8,172,018
+7,012,740
647
$204M 0.02%
3,297,592
-26,216
648
$204M 0.02%
5,421,337
+192,968
649
$203M 0.02%
10,285,679
+491,331
650
$203M 0.02%
6,679,228
+197,993