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
951
$102M 0.01%
4,569,066
-202,446
952
$102M 0.01%
3,439,906
+876,937
953
$101M 0.01%
390,137
-9,444
954
$101M 0.01%
1,160,070
+268,726
955
$101M 0.01%
1,355,084
-60,978
956
$100M 0.01%
1,322,215
-39,956
957
$99.9M 0.01%
4,061,704
+426,021
958
$99.6M 0.01%
3,932,683
-1,156,747
959
$99.6M 0.01%
380,813
+58,329
960
$99.5M 0.01%
948,979
+41,584
961
$99.3M 0.01%
1,128,648
+44,094
962
$99.3M 0.01%
991,068
+55,498
963
$98.8M 0.01%
2,475,928
+181,830
964
$98.8M 0.01%
1,365,860
+437
965
$98.6M 0.01%
771,929
+76,280
966
$98.6M 0.01%
1,054,344
-571,806
967
$98.5M 0.01%
1,370,206
+46,724
968
$98.4M 0.01%
9,411,555
+2,531,680
969
$98.3M 0.01%
1,095,978
+413,433
970
$98.3M 0.01%
811,978
+34,756
971
$98.2M 0.01%
618,111
+114,845
972
$97.8M 0.01%
1,234,084
+235,819
973
$97.8M 0.01%
783,029
+61,628
974
$97.7M 0.01%
4,187,736
+59,051
975
$97M 0.01%
1,664,778
-27,488