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
1151
$70.7M 0.01%
337,045
+216,686
1152
$70.7M 0.01%
2,473,952
+1,923,381
1153
$70.4M 0.01%
1,367,857
+320,568
1154
$70.3M 0.01%
2,836,433
+333,862
1155
$70.2M 0.01%
1,738,015
+130,425
1156
$70.1M 0.01%
254,551
-22,745
1157
$69.9M 0.01%
626,985
+127,078
1158
$69.8M 0.01%
1,020,230
-124,826
1159
$69.6M 0.01%
1,105,181
+478,953
1160
$68.9M 0.01%
433,737
+116,668
1161
$68.5M 0.01%
539,871
-35,340
1162
$68.4M 0.01%
597,423
+21,656
1163
$68.3M 0.01%
2,525,813
+891,084
1164
$68.3M 0.01%
2,274,662
+46,471
1165
$68.2M 0.01%
4,294,205
+37,600
1166
$68M 0.01%
840,465
-108,214
1167
$68M 0.01%
1,970,323
-175,413
1168
$67.8M 0.01%
3,056,487
+76,878
1169
$67.5M 0.01%
1,654,683
-54,206
1170
$67.5M 0.01%
419,763
+11,510
1171
$67.4M 0.01%
1,301,069
+16,891
1172
$67.3M 0.01%
3,088,081
+1,100,969
1173
$67.3M 0.01%
3,875,656
+2,022,684
1174
$67.3M 0.01%
1,361,451
+24,871
1175
$67.1M 0.01%
532,198
-131,472