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
1426
$46.8M ﹤0.01%
413,598
+36,781
1427
$46.6M ﹤0.01%
996,062
-123,724
1428
$46.6M ﹤0.01%
426,226
+28,836
1429
$46.5M ﹤0.01%
1,808,549
+114,978
1430
$46.5M ﹤0.01%
269,874
+18,402
1431
$46.3M ﹤0.01%
1,186,215
+45,648
1432
$46.2M ﹤0.01%
454,740
-112,185
1433
$46.2M ﹤0.01%
4,200,079
-69,661
1434
$46M ﹤0.01%
768,482
+39,384
1435
$46M ﹤0.01%
2,168,933
+163,355
1436
$46M ﹤0.01%
618,767
-38,453
1437
$45.9M ﹤0.01%
869,250
-23,638
1438
$45.9M ﹤0.01%
1,607,302
+558,489
1439
$45.9M ﹤0.01%
918,956
+524,763
1440
$45.7M ﹤0.01%
7,430,684
+6,205,310
1441
$45.6M ﹤0.01%
902,136
+49,680
1442
$45.6M ﹤0.01%
971,812
+36,248
1443
$45.6M ﹤0.01%
214,888
-24,666
1444
$45.6M ﹤0.01%
650,196
+7,257
1445
$45.5M ﹤0.01%
737,026
+162,311
1446
$45.5M ﹤0.01%
824,425
+73,258
1447
$45.5M ﹤0.01%
487,165
+80,941
1448
$45.4M ﹤0.01%
287,117
+19,747
1449
$45.3M ﹤0.01%
572,650
-49,815
1450
$45.3M ﹤0.01%
590,472
+194,563