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
1001
$92.9M 0.01%
1,061,661
+149,372
1002
$92.8M 0.01%
215,536
+10,756
1003
$92.6M 0.01%
452,228
-14,205
1004
$92.5M 0.01%
755,251
+61,999
1005
$92.4M 0.01%
2,260,694
+17,546
1006
$92.3M 0.01%
3,474,137
+97,631
1007
$92.2M 0.01%
1,547,323
+342,007
1008
$92.1M 0.01%
5,106,151
+158,289
1009
$92.1M 0.01%
294,508
+8,880
1010
$91.9M 0.01%
634,941
+167,807
1011
$91.7M 0.01%
3,134,429
+834,287
1012
$91.7M 0.01%
5,110,306
+3,133,976
1013
$91.6M 0.01%
441,300
+296,947
1014
$91.4M 0.01%
2,214,737
-33,104
1015
$91.3M 0.01%
3,011,317
+13,950
1016
$91.3M 0.01%
4,576,051
+798,274
1017
$91.2M 0.01%
511,929
+35,061
1018
$91.1M 0.01%
2,351,875
+273,414
1019
$90.6M 0.01%
1,399,779
-1,026,295
1020
$90.5M 0.01%
4,860,554
+106,106
1021
$90.5M 0.01%
5,761,382
+136,590
1022
$90.4M 0.01%
183,872
+2,593
1023
$90.2M 0.01%
857,146
+121,311
1024
$90.1M 0.01%
4,382,658
+30,480
1025
$90.1M 0.01%
1,733,421
-9,304