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
1076
$81.6M 0.01%
1,699,791
-106,053
1077
$81.5M 0.01%
1,723,439
-755,794
1078
$81.4M 0.01%
1,706,590
-92,279
1079
$81.2M 0.01%
1,616,163
+717,628
1080
$81.2M 0.01%
947,514
-1,733,954
1081
$81.1M 0.01%
409,254
+16,243
1082
$81M 0.01%
3,317,046
+492,443
1083
$80.9M 0.01%
307,149
-9,885
1084
$80.4M 0.01%
1,008,839
-340,323
1085
$80M 0.01%
5,877,036
+2,504,308
1086
$79.9M 0.01%
411,914
-4,362
1087
$79.8M 0.01%
897,116
+615,085
1088
$79.4M 0.01%
2,898,619
+192,984
1089
$79.4M 0.01%
800,451
+19,724
1090
$79.4M 0.01%
2,477,452
-1,011,723
1091
$79.2M 0.01%
454,626
-106,797
1092
$79.1M 0.01%
1,399,008
+120,828
1093
$79.1M 0.01%
2,794,446
+535,808
1094
$79.1M 0.01%
2,090,266
+322,170
1095
$79.1M 0.01%
1,786,662
+261,386
1096
$79M 0.01%
9,379,531
+845,782
1097
$78.9M 0.01%
1,358,340
+313,934
1098
$78.2M 0.01%
882,536
+12,114
1099
$77.9M 0.01%
1,470,210
+236,475
1100
$77.7M 0.01%
7,961,370
+1,217,554