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
1201
$64M 0.01%
647,983
-229,036
1202
$63.8M 0.01%
1,916,413
+1,219,673
1203
$63.7M 0.01%
1,345,762
-63,253
1204
$63.4M 0.01%
660,422
-16,896
1205
$63.4M 0.01%
2,101,546
+613,011
1206
$63.3M 0.01%
899,979
-123,543
1207
$63.2M 0.01%
1,177,409
+767
1208
$63.2M 0.01%
1,776,432
+207,958
1209
$63.2M 0.01%
1,443,217
+674,751
1210
$63.1M 0.01%
2,265,829
-6,696
1211
$62.9M 0.01%
239,587
+28,232
1212
$62.9M 0.01%
347,369
-55,447
1213
$62.7M 0.01%
596,313
+151,582
1214
$62.6M 0.01%
576,978
+161,892
1215
$62.5M 0.01%
16,436,567
-13,019,644
1216
$62.4M 0.01%
3,417,923
-205,397
1217
$62.4M 0.01%
1,953,843
+97,597
1218
$62.3M 0.01%
708,332
+21,263
1219
$62.3M 0.01%
300,388
+4,012
1220
$62.2M 0.01%
2,093,526
-782,870
1221
$62.2M 0.01%
631,638
+129,993
1222
$62.1M 0.01%
608,898
-8,273
1223
$61.9M 0.01%
1,367,605
+15,028
1224
$61.9M 0.01%
1,114,806
-99,565
1225
$61.8M 0.01%
9,253,316
+3,619,716