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
1126
$73.1M 0.01%
4,405,802
+147,566
1127
$72.8M 0.01%
538,533
+4,363
1128
$72.7M 0.01%
6,415,288
-1,539,686
1129
$72.6M 0.01%
661,576
+57,445
1130
$72.6M 0.01%
751,031
-314,642
1131
$72.5M 0.01%
741,868
+49,934
1132
$72.4M 0.01%
174,125
+13,294
1133
$72.4M 0.01%
1,471,100
+229,721
1134
$72.2M 0.01%
1,482,251
+899
1135
$72.1M 0.01%
653,284
+279,942
1136
$72.1M 0.01%
1,723,712
-4,360
1137
$72.1M 0.01%
3,820,475
+424,521
1138
$72M 0.01%
42,459
+1,273
1139
$71.9M 0.01%
1,125,787
+100,236
1140
$71.9M 0.01%
1,349,184
-27,904
1141
$71.8M 0.01%
623,588
+4,657
1142
$71.8M 0.01%
406,500
-8,037
1143
$71.4M 0.01%
1,702,096
-30,247
1144
$71.4M 0.01%
1,068,273
+80,423
1145
$71.4M 0.01%
264,501
-19,681
1146
$71.2M 0.01%
518,283
+28,700
1147
$71.2M 0.01%
3,385,032
+25,946
1148
$71.1M 0.01%
1,155,603
+177,299
1149
$71M 0.01%
47,325
+3,459
1150
$70.8M 0.01%
1,526,246
+315,506