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
1226
$61.8M 0.01%
2,009,291
-416,334
1227
$61.7M 0.01%
358,284
-30,613
1228
$61.7M 0.01%
773,721
+119,172
1229
$61.7M 0.01%
582,571
+76,958
1230
$61.7M 0.01%
1,343,019
+1,151,748
1231
$61.7M 0.01%
1,910,527
-54,388
1232
$61.3M ﹤0.01%
402,707
+9,335
1233
$61.3M ﹤0.01%
3,526,546
-1,255,099
1234
$60.8M ﹤0.01%
211,343
-30,240
1235
$60.7M ﹤0.01%
1,007,668
+3,977
1236
$60.7M ﹤0.01%
5,733,312
+637,867
1237
$60.6M ﹤0.01%
1,363,141
-217,023
1238
$60.5M ﹤0.01%
484,783
-9,227
1239
$60.4M ﹤0.01%
306,544
-55,214
1240
$60.4M ﹤0.01%
944,509
-660,286
1241
$60.2M ﹤0.01%
812,561
+29,123
1242
$60.1M ﹤0.01%
167,831
-16,066
1243
$60.1M ﹤0.01%
677,363
+133,809
1244
$60.1M ﹤0.01%
3,282,501
+50,692
1245
$60.1M ﹤0.01%
159,870
+13,511
1246
$60M ﹤0.01%
1,438,136
+203,386
1247
$59.8M ﹤0.01%
985,315
+188,520
1248
$59.8M ﹤0.01%
381,069
+107,600
1249
$59.8M ﹤0.01%
1,110,865
-210,960
1250
$59.7M ﹤0.01%
2,468,403
+1,569,548