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
876
$120M 0.01%
2,901,399
+447,785
877
$120M 0.01%
267,219
-5,159
878
$120M 0.01%
622,761
+75,707
879
$120M 0.01%
4,985,855
-257,532
880
$118M 0.01%
2,542,180
-30,927
881
$118M 0.01%
2,069,432
+243,776
882
$118M 0.01%
726,566
+91,420
883
$118M 0.01%
1,170,122
-56,013
884
$118M 0.01%
1,429,472
-8,406
885
$118M 0.01%
1,773,340
-17,577
886
$116M 0.01%
6,044,305
-21,261
887
$116M 0.01%
1,542,443
+427,961
888
$116M 0.01%
3,093,370
-73,837
889
$116M 0.01%
1,367,701
+183,454
890
$115M 0.01%
1,045,936
+102,154
891
$115M 0.01%
2,135,774
+308,693
892
$115M 0.01%
452,164
+65,021
893
$115M 0.01%
1,627,958
+193
894
$115M 0.01%
2,818,922
+442,257
895
$115M 0.01%
534,759
+30,593
896
$114M 0.01%
387,628
+40,546
897
$114M 0.01%
1,599,224
+184,980
898
$114M 0.01%
1,750,693
-108,657
899
$112M 0.01%
1,675,955
-124,343
900
$112M 0.01%
1,071,085
+86,908