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
1326
$53.1M ﹤0.01%
315,832
+125,514
1327
$53M ﹤0.01%
804,821
-23,000
1328
$53M ﹤0.01%
2,614,876
-168,229
1329
$53M ﹤0.01%
240,660
+4,717
1330
$53M ﹤0.01%
1,046,151
-83,638
1331
$53M ﹤0.01%
647,195
-2,305
1332
$52.9M ﹤0.01%
2,422,869
+141,796
1333
$52.9M ﹤0.01%
569,206
-61,896
1334
$52.7M ﹤0.01%
2,089,062
+25,359
1335
$52.7M ﹤0.01%
1,883,933
-77,242
1336
$52.6M ﹤0.01%
6,875,041
-863,227
1337
$52.5M ﹤0.01%
841,905
-32,625
1338
$52.4M ﹤0.01%
197,651
+14,993
1339
$52.4M ﹤0.01%
598,891
+89,619
1340
$52.4M ﹤0.01%
1,216,244
+116,918
1341
$52.2M ﹤0.01%
1,988,503
-914,710
1342
$52.1M ﹤0.01%
790,475
+704,190
1343
$52.1M ﹤0.01%
543,135
+255,227
1344
$52M ﹤0.01%
1,790,147
-214,492
1345
$52M ﹤0.01%
1,486,576
+91,714
1346
$51.8M ﹤0.01%
1,218,849
+1,212
1347
$51.8M ﹤0.01%
616,527
-67,757
1348
$51.8M ﹤0.01%
416,936
+39,418
1349
$51.6M ﹤0.01%
1,440,151
+285,347
1350
$51.6M ﹤0.01%
118,055
-76,864