Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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 16.22%
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
76
$2.92B 0.23%
11,863,808
-1,420,721
77
$2.92B 0.23%
30,259,489
+305,578
78
$2.86B 0.23%
33,837,920
+307,513
79
$2.85B 0.23%
12,615,627
-774,458
80
$2.81B 0.23%
13,574,961
-557,776
81
$2.81B 0.23%
14,358,973
-732,554
82
$2.79B 0.22%
5,655,262
+196,689
83
$2.79B 0.22%
16,300,736
-325,864
84
$2.78B 0.22%
11,446,397
+903,344
85
$2.78B 0.22%
25,583,647
+1,974,919
86
$2.77B 0.22%
11,285,025
+2,366,505
87
$2.74B 0.22%
32,805,433
-3,679,547
88
$2.74B 0.22%
51,488,916
-23,586
89
$2.73B 0.22%
16,045,582
+487,524
90
$2.72B 0.22%
3,045,597
+183,792
91
$2.72B 0.22%
15,970,572
+1,615,585
92
$2.71B 0.22%
9,894,596
-156,849
93
$2.63B 0.21%
4,169,395
+2,736
94
$2.58B 0.21%
4,998,617
+62,972
95
$2.57B 0.21%
23,404,890
-128,607
96
$2.57B 0.21%
56,242,032
-1,873,506
97
$2.52B 0.2%
22,336,070
-1,142,703
98
$2.5B 0.2%
35,348,628
+1,048,305
99
$2.48B 0.2%
9,277,069
+732,755
100
$2.46B 0.2%
19,461,081
+2,224,822
2 3
4
5 6