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
1251
$59.5M ﹤0.01%
853,330
+54,690
1252
$59.4M ﹤0.01%
3,212,921
+381,433
1253
$59.3M ﹤0.01%
2,017,052
-1,580,660
1254
$59.3M ﹤0.01%
947,557
+83,122
1255
$59.3M ﹤0.01%
1,482,559
-2,849,102
1256
$59.2M ﹤0.01%
1,358,241
-211,176
1257
$58.9M ﹤0.01%
3,501,849
+465,628
1258
$58.8M ﹤0.01%
97,759
+12,526
1259
$58.6M ﹤0.01%
2,788,369
-5,258,439
1260
$58.1M ﹤0.01%
511,603
-38,825
1261
$58.1M ﹤0.01%
299,045
+8,830
1262
$58M ﹤0.01%
934,837
-338,673
1263
$58M ﹤0.01%
291,445
+155,456
1264
$57.9M ﹤0.01%
412,485
+7,743
1265
$57.9M ﹤0.01%
1,150,903
-1,248,612
1266
$57.9M ﹤0.01%
468,696
+192,834
1267
$57.8M ﹤0.01%
1,012,257
-307,224
1268
$57.6M ﹤0.01%
2,034,705
+16,110
1269
$57.5M ﹤0.01%
500,568
+4,534
1270
$57.4M ﹤0.01%
922,004
+44,846
1271
$57.3M ﹤0.01%
2,226,486
-563,706
1272
$57.3M ﹤0.01%
288,015
-50,474
1273
$57.3M ﹤0.01%
495,482
+48,697
1274
$57.2M ﹤0.01%
724,854
+121,464
1275
$57.1M ﹤0.01%
13,667,430
+5,940,776