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
1351
$51.4M ﹤0.01%
925,910
+378,092
1352
$51.3M ﹤0.01%
1,259,143
+417,181
1353
$51.3M ﹤0.01%
921,731
+15,475
1354
$51.3M ﹤0.01%
202,342
+15,174
1355
$51.2M ﹤0.01%
1,004,194
+5,586
1356
$51.1M ﹤0.01%
941,806
-84,551
1357
$51.1M ﹤0.01%
1,784,824
+1,267,203
1358
$51.1M ﹤0.01%
1,925,309
+281,860
1359
$50.9M ﹤0.01%
526,972
+228,215
1360
$50.9M ﹤0.01%
3,845,792
+76,439
1361
$50.8M ﹤0.01%
754,196
+228,114
1362
$50.8M ﹤0.01%
1,081,763
+140,213
1363
$50.8M ﹤0.01%
341,513
-16,804
1364
$50.7M ﹤0.01%
494,168
+50,790
1365
$50.6M ﹤0.01%
1,716,955
+318,112
1366
$50.6M ﹤0.01%
754,376
+120,835
1367
$50.4M ﹤0.01%
793,429
-76,344
1368
$50.4M ﹤0.01%
1,880,202
-20,588
1369
$50.4M ﹤0.01%
1,495,323
+33,287
1370
$50.1M ﹤0.01%
1,598,957
+265,902
1371
$50.1M ﹤0.01%
565,033
-14,317
1372
$49.9M ﹤0.01%
382,886
-416,186
1373
$49.8M ﹤0.01%
576,245
+206,293
1374
$49.7M ﹤0.01%
4,707,577
+1,748,431
1375
$49.7M ﹤0.01%
1,611,041
+191,791