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Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 25.25%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.25%
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 +$5.18B
2 +$4.63B
3 +$3.64B
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.46B
5
MSFT icon
Microsoft
MSFT
+$1.56B

Top Sells

1 +$998M
2 +$725M
3 +$687M
4
PGR icon
Progressive
PGR
+$581M
5
LLY icon
Eli Lilly
LLY
+$559M

Sector Composition

1 Technology 16.2%
2 Financials 7.87%
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
7001
$1 ﹤0.01%
+200
7002
$1 ﹤0.01%
1
-9
7003
$1 ﹤0.01%
140
7004
$1 ﹤0.01%
1
7005
$1 ﹤0.01%
121
-100
7006
$1 ﹤0.01%
+38
7007
-100
7008
-843
7009
-631
7010
0
7011
-382
7012
-75
7013
-430
7014
-1,000
7015
0
7016
-3,106
7017
-2,009
7018
-242
7019
-20
7020
-500
7021
-29
7022
-100
7023
-78
7024
-1,500
7025
-416