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
1276
$57.1M ﹤0.01%
1,378,220
+2,115
1277
$57M ﹤0.01%
1,008,259
+104,894
1278
$57M ﹤0.01%
2,174,457
+193,239
1279
$56.9M ﹤0.01%
428,020
+54,797
1280
$56.8M ﹤0.01%
861,156
-218,311
1281
$56.8M ﹤0.01%
814,112
+40,486
1282
$56.8M ﹤0.01%
1,122,274
-44,703
1283
$56.6M ﹤0.01%
9,286,792
+6,919,641
1284
$56.6M ﹤0.01%
831,378
-321,965
1285
$56.6M ﹤0.01%
1,274,461
-76,713
1286
$56.4M ﹤0.01%
549,842
-30,944
1287
$56.4M ﹤0.01%
812,378
-15,111
1288
$56.3M ﹤0.01%
1,674,444
+43,229
1289
$56.1M ﹤0.01%
5,054,025
-150,979
1290
$56.1M ﹤0.01%
1,052,843
-986,693
1291
$56M ﹤0.01%
414,532
-349,752
1292
$56M ﹤0.01%
167,850
+17,852
1293
$56M ﹤0.01%
231,785
-143,493
1294
$55.9M ﹤0.01%
1,137,971
+842,188
1295
$55.8M ﹤0.01%
747,468
+248,953
1296
$55.3M ﹤0.01%
2,964,224
-484,553
1297
$55.2M ﹤0.01%
351,398
-50,967
1298
$55.1M ﹤0.01%
443,726
+8,896
1299
$55.1M ﹤0.01%
5,337,766
+3,670,868
1300
$55.1M ﹤0.01%
3,447,724
-271,155