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
51
$4.12B 0.33%
12,439,815
-212,172
52
$4.11B 0.33%
51,736,981
+411,285
53
$4.06B 0.33%
65,127,296
+1,023,798
54
$4.03B 0.32%
39,813,893
-1,774,218
55
$4.02B 0.32%
13,200,693
-220,653
56
$4.01B 0.32%
44,362,141
-1,884,144
57
$4B 0.32%
24,677,090
+210,703
58
$3.98B 0.32%
27,031,796
-4,615,133
59
$3.85B 0.31%
17,434,587
+1,069,941
60
$3.83B 0.31%
156,386,110
+5,614,544
61
$3.8B 0.31%
18,987,124
-1,941,905
62
$3.8B 0.31%
43,312,371
+2,218,581
63
$3.74B 0.3%
64,675,567
+1,041,651
64
$3.7B 0.3%
18,445,376
+1,652,400
65
$3.69B 0.3%
17,886,318
+199,299
66
$3.67B 0.3%
14,478,646
-2,498,898
67
$3.63B 0.29%
31,013,567
+591,263
68
$3.56B 0.29%
12,572,497
-832,623
69
$3.53B 0.28%
5,699,127
+54,563
70
$3.43B 0.28%
19,140,194
+373,777
71
$3.31B 0.27%
73,059,144
+823,418
72
$3.26B 0.26%
68,993,600
+2,139,431
73
$3.19B 0.26%
26,345,800
+6,820,435
74
$3.07B 0.25%
50,870,356
+1,526,400
75
$2.93B 0.24%
10,824,363
+795,437
1 2
3
4 5