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
1051
$84.7M 0.01%
3,264,887
-216,929
1052
$84.5M 0.01%
1,362,559
+37,728
1053
$84.5M 0.01%
368,920
+49,576
1054
$84.2M 0.01%
1,075,023
-96,802
1055
$84.2M 0.01%
1,153,898
+34,690
1056
$84.2M 0.01%
600,272
+74,912
1057
$84.2M 0.01%
1,147,907
-15,183
1058
$84.2M 0.01%
640,424
+6,337
1059
$84.2M 0.01%
2,050,825
-7,372,436
1060
$84M 0.01%
31,592,817
+29,322,511
1061
$83.8M 0.01%
2,678,073
+661,257
1062
$83.8M 0.01%
3,334,857
-7,417
1063
$83.4M 0.01%
894,847
+59,550
1064
$83.3M 0.01%
669,007
-346,087
1065
$83.3M 0.01%
4,802,056
+29,853
1066
$83.2M 0.01%
1,011,541
-339,469
1067
$83M 0.01%
3,393,528
-520,107
1068
$83M 0.01%
1,056,004
-345,269
1069
$82.8M 0.01%
7,192,501
+1,027,065
1070
$82.7M 0.01%
2,364,110
-3,229
1071
$82.5M 0.01%
354,700
-227,322
1072
$82.4M 0.01%
3,516,685
+161,746
1073
$82.1M 0.01%
1,789,004
-119,770
1074
$82M 0.01%
855,420
+137,001
1075
$81.8M 0.01%
510,811
+70,928