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
926
$108M 0.01%
2,145,808
+95,935
927
$107M 0.01%
870,129
+29,596
928
$107M 0.01%
5,949,418
+638,262
929
$107M 0.01%
3,592,494
+132,924
930
$107M 0.01%
4,076,480
-2,146,628
931
$107M 0.01%
891,460
-214,165
932
$107M 0.01%
1,200,188
+25,352
933
$106M 0.01%
2,004,326
-505,543
934
$106M 0.01%
281,771
+78,175
935
$106M 0.01%
377,253
+31,837
936
$106M 0.01%
2,554,391
+96,199
937
$106M 0.01%
3,005,280
+716,292
938
$105M 0.01%
1,969,570
-549,652
939
$105M 0.01%
823,491
+333,195
940
$104M 0.01%
1,668,042
+100,612
941
$104M 0.01%
639,943
-27,814
942
$104M 0.01%
1,172,826
+77,347
943
$104M 0.01%
14,587,296
+580,792
944
$104M 0.01%
3,058,178
+590,055
945
$104M 0.01%
2,502,490
+304,615
946
$103M 0.01%
1,000,713
-56,640
947
$103M 0.01%
3,976,902
-269,644
948
$103M 0.01%
2,911,172
-919,580
949
$103M 0.01%
753,703
-31,458
950
$102M 0.01%
625,202
+172,558