Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$813B
AUM Growth
-$29.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,150
New
Increased
Reduced
Closed

Top Buys

1
+$1.62B
2
+$1.57B
3
+$1.21B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.09B
5
KVUE icon
Kenvue
KVUE
+$919M

Top Sells

1
+$3.1B
2
+$1.82B
3
+$1.09B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.04B
5
MSFT icon
Microsoft
MSFT
+$932M

Sector Composition

1 Technology 13.48%
2 Financials 7.56%
3 Healthcare 7.51%
4 Industrials 5.87%
5 Consumer Discretionary 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.85B 0.2%
11,596,494
+334,160
102
$1.85B 0.2%
31,667,074
+1,593,737
103
$1.83B 0.2%
4,839,906
-405,639
104
$1.82B 0.2%
5,911,842
-253,542
105
$1.8B 0.2%
12,705,899
+1,038,348
106
$1.8B 0.2%
8,875,400
+63,655
107
$1.78B 0.2%
12,311,862
+4,453,581
108
$1.77B 0.2%
8,023,512
-239,039
109
$1.77B 0.2%
3,171,032
-51,853
110
$1.74B 0.19%
30,474,035
+28,344,439
111
$1.73B 0.19%
52,194,942
-7,424,120
112
$1.68B 0.19%
4,318,609
-391,681
113
$1.66B 0.18%
17,232,608
+928,829
114
$1.65B 0.18%
23,721,946
+506,323
115
$1.64B 0.18%
29,213,448
+1,126,194
116
$1.63B 0.18%
28,165,925
-936,229
117
$1.62B 0.18%
18,249,904
+101,538
118
$1.6B 0.18%
15,124,173
-395,707
119
$1.58B 0.17%
16,276,097
-1,029,386
120
$1.56B 0.17%
32,497,959
+3,675,211
121
$1.56B 0.17%
21,690,224
-2,434,433
122
$1.55B 0.17%
16,696,278
+1,464,722
123
$1.54B 0.17%
3,498,104
-1,005,904
124
$1.54B 0.17%
7,000,746
-2,696,426
125
$1.51B 0.17%
25,137,414
-13,679,082
3 4
5
6 7