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
1101
$77.6M 0.01%
1,462,776
+211,319
1102
$77.5M 0.01%
2,022,950
-57,200
1103
$77.1M 0.01%
3,911,869
-210,302
1104
$76.9M 0.01%
786,451
-12,474
1105
$76.7M 0.01%
3,461,603
+1,364,406
1106
$76.7M 0.01%
1,300,624
-156,403
1107
$76.5M 0.01%
617,968
-80,891
1108
$76.4M 0.01%
2,339,480
+134,837
1109
$76.3M 0.01%
702,381
+74,156
1110
$76.3M 0.01%
921,901
+41,478
1111
$76.2M 0.01%
1,518,064
+306,503
1112
$76.1M 0.01%
1,090,328
-186,404
1113
$76.1M 0.01%
407,167
+10,577
1114
$75.9M 0.01%
2,848,832
+2,030,179
1115
$75.6M 0.01%
3,161,103
+388,038
1116
$74.7M 0.01%
549,442
-49,525
1117
$74.7M 0.01%
2,292,728
+128,891
1118
$74.5M 0.01%
1,199,924
+252,413
1119
$74.4M 0.01%
1,439,117
+254,644
1120
$74.3M 0.01%
2,902,927
+1,446,547
1121
$74M 0.01%
6,253,122
-2,348,593
1122
$74M 0.01%
2,857,298
+356,627
1123
$73.8M 0.01%
419,324
-100,494
1124
$73.8M 0.01%
1,776,492
-46,346
1125
$73.7M 0.01%
1,600,063
+268,407