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
$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 16.22%
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
101
$2.43B 0.2%
33,827,414
+2,061,556
102
$2.43B 0.2%
8,961,332
-561,561
103
$2.4B 0.19%
14,657,325
+1,081,392
104
$2.38B 0.19%
17,590,199
-432,053
105
$2.38B 0.19%
6,735,672
+69,488
106
$2.37B 0.19%
28,591,266
-571,731
107
$2.36B 0.19%
28,148,659
+721,046
108
$2.35B 0.19%
56,268,723
+655,024
109
$2.35B 0.19%
7,771,650
-80,867
110
$2.33B 0.19%
5,965,646
+1,191,587
111
$2.28B 0.18%
13,106,843
+747,307
112
$2.25B 0.18%
19,184,605
-194,565
113
$2.23B 0.18%
19,520,043
+786,016
114
$2.21B 0.18%
24,764,883
+1,111,932
115
$2.18B 0.18%
17,054,177
-795,840
116
$2.17B 0.17%
20,827,995
-188,151
117
$2.13B 0.17%
4,112,665
-437,991
118
$2.11B 0.17%
13,506,471
+999,371
119
$2.1B 0.17%
23,303,945
+1,785,915
120
$2.05B 0.16%
19,496,286
-102,208
121
$2.02B 0.16%
4,072,405
-2,039,962
122
$2.02B 0.16%
25,870,792
+10,010,103
123
$2.01B 0.16%
20,630,815
-570,485
124
$1.98B 0.16%
18,096,819
-1,579,668
125
$1.93B 0.16%
3,304,162
+11,220
3 4
5
6 7