Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

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
+23.08%
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 16.21%
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
7026
-100
7027
-266,198
7028
-1,505,050
7029
-11,395
7030
-134,109
7031
-100
7032
-160,310
7033
-8,242
7034
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7035
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7036
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7037
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7038
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7039
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7040
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7041
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7042
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7043
-7
7044
-1,348,535
7045
-28,433
7046
-450
7047
-3,174
7048
-24
7049
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7050
-2,408,708