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
1376
$49.7M ﹤0.01%
1,703,535
+546,628
1377
$49.7M ﹤0.01%
4,163,208
+2,836,089
1378
$49.6M ﹤0.01%
2,254,830
+151,972
1379
$49.5M ﹤0.01%
584,826
+160,741
1380
$49.4M ﹤0.01%
548,148
+239,237
1381
$49.4M ﹤0.01%
574,773
+59,593
1382
$49.4M ﹤0.01%
2,251,399
-393,751
1383
$49.1M ﹤0.01%
1,130,874
+7,363
1384
$49M ﹤0.01%
127,970
+26,842
1385
$49M ﹤0.01%
2,775,577
+559,334
1386
$49M ﹤0.01%
743,784
+167,357
1387
$48.9M ﹤0.01%
967,888
-177,915
1388
$48.9M ﹤0.01%
1,834,960
+152,003
1389
$48.8M ﹤0.01%
3,456,711
-587,257
1390
$48.7M ﹤0.01%
4,494,847
+2,662,186
1391
$48.7M ﹤0.01%
2,097,345
-267,420
1392
$48.6M ﹤0.01%
271,791
-43,345
1393
$48.4M ﹤0.01%
2,098,512
+263,948
1394
$48.3M ﹤0.01%
303,991
-406,029
1395
$48.3M ﹤0.01%
1,300,717
+42,920
1396
$48.1M ﹤0.01%
2,541,965
+423,014
1397
$47.9M ﹤0.01%
2,732,952
+2,298,581
1398
$47.9M ﹤0.01%
735,809
-500,655
1399
$47.9M ﹤0.01%
724,909
+6,165
1400
$47.9M ﹤0.01%
439,467
-30,038