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
851
$127M 0.01%
2,919,557
-60,163
852
$127M 0.01%
2,510,289
+396,015
853
$126M 0.01%
853,852
+134,225
854
$126M 0.01%
3,984,499
-208,344
855
$126M 0.01%
1,976,461
-319,649
856
$126M 0.01%
1,741,020
+859,016
857
$126M 0.01%
1,765,851
-1,186,208
858
$126M 0.01%
808,551
-54,165
859
$126M 0.01%
3,470,477
+357,460
860
$125M 0.01%
1,118,716
-16,441
861
$125M 0.01%
1,847,588
-111,426
862
$125M 0.01%
4,291,829
+1,214,388
863
$124M 0.01%
1,200,129
-97,138
864
$124M 0.01%
4,538,156
+278,409
865
$124M 0.01%
1,225,939
-357,877
866
$124M 0.01%
710,255
+89,690
867
$123M 0.01%
3,766,830
+49,769
868
$123M 0.01%
586,842
+123,968
869
$123M 0.01%
3,758,341
+235,539
870
$123M 0.01%
7,311,684
+351,874
871
$123M 0.01%
66,559
-2,513
872
$122M 0.01%
2,067,832
-409,719
873
$122M 0.01%
2,277,881
+34,337
874
$121M 0.01%
768,898
-29,793
875
$121M 0.01%
1,776,121
+111,902