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
801
$148M 0.01%
5,425,762
-29,556
802
$148M 0.01%
7,080,556
+425,880
803
$148M 0.01%
1,488,663
-43,751
804
$147M 0.01%
1,563,917
-1,568,727
805
$147M 0.01%
6,443,800
-176,443
806
$147M 0.01%
3,913,877
+3,431
807
$147M 0.01%
1,647,698
-197,024
808
$146M 0.01%
3,290,843
+568,265
809
$146M 0.01%
2,669,028
+22,205
810
$145M 0.01%
3,486,850
+457,830
811
$145M 0.01%
1,867,274
+233,310
812
$144M 0.01%
1,398,522
+649,372
813
$144M 0.01%
488,085
+291,698
814
$144M 0.01%
2,853,011
-150,671
815
$143M 0.01%
4,170,606
+450,198
816
$141M 0.01%
7,645,587
+2,499,751
817
$141M 0.01%
1,344,834
-109,551
818
$139M 0.01%
3,054,028
-73,018
819
$139M 0.01%
2,245,240
+38,109
820
$139M 0.01%
8,043,359
+241,352
821
$137M 0.01%
2,814,103
-126,737
822
$137M 0.01%
1,261,696
+3,466
823
$137M 0.01%
5,437,132
-710,754
824
$137M 0.01%
3,016,168
+755,938
825
$137M 0.01%
7,523,084
+458,244