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
1401
$47.8M ﹤0.01%
1,233,134
-100,778
1402
$47.8M ﹤0.01%
463,254
-2,861
1403
$47.8M ﹤0.01%
96,982
+15,434
1404
$47.6M ﹤0.01%
751,420
+461,196
1405
$47.6M ﹤0.01%
1,785,621
-78,815
1406
$47.6M ﹤0.01%
211,815
-75,534
1407
$47.5M ﹤0.01%
485,144
+114,521
1408
$47.4M ﹤0.01%
2,106,038
+66,631
1409
$47.4M ﹤0.01%
364,134
+118,748
1410
$47.3M ﹤0.01%
768,112
+70,575
1411
$47.3M ﹤0.01%
986,977
-391,939
1412
$47.3M ﹤0.01%
2,616,562
+1,228,536
1413
$47.2M ﹤0.01%
1,887,803
+300,412
1414
$47.1M ﹤0.01%
1,768,665
+32,346
1415
$47.1M ﹤0.01%
1,606,144
+343,021
1416
$47.1M ﹤0.01%
1,149,178
+36,769
1417
$47M ﹤0.01%
1,036,585
-28,683
1418
$47M ﹤0.01%
586,464
-60,751
1419
$47M ﹤0.01%
592,925
-603,834
1420
$46.9M ﹤0.01%
889,851
+87,698
1421
$46.9M ﹤0.01%
2,714,241
-6,798
1422
$46.9M ﹤0.01%
414,985
+68,838
1423
$46.9M ﹤0.01%
389,758
+40,679
1424
$46.9M ﹤0.01%
489,555
-39,126
1425
$46.9M ﹤0.01%
3,594,191
-148,302