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
1451
$45.2M ﹤0.01%
176,592
+3,716
1452
$45.2M ﹤0.01%
350,626
+12,699
1453
$45.2M ﹤0.01%
670,659
+29,049
1454
$45.1M ﹤0.01%
464,488
-22,234
1455
$45.1M ﹤0.01%
697,519
-42,887
1456
$45.1M ﹤0.01%
452,678
+1,465
1457
$45M ﹤0.01%
290,329
+131,063
1458
$44.9M ﹤0.01%
297,532
+137,189
1459
$44.9M ﹤0.01%
737,280
+28,096
1460
$44.9M ﹤0.01%
5,709,362
+3,924,070
1461
$44.8M ﹤0.01%
2,507,249
+3,769
1462
$44.6M ﹤0.01%
1,141,506
-34,958
1463
$44.5M ﹤0.01%
186,534
+57,452
1464
$44.5M ﹤0.01%
1,228,600
-991,238
1465
$44.4M ﹤0.01%
1,620,230
+148,884
1466
$44.4M ﹤0.01%
5,002,022
-237,509
1467
$44.4M ﹤0.01%
14,218,701
-319,126
1468
$44.3M ﹤0.01%
1,470,536
+454,833
1469
$44.3M ﹤0.01%
783,952
+29,712
1470
$44.3M ﹤0.01%
898,532
+749,582
1471
$44.2M ﹤0.01%
664,517
+65,541
1472
$44.1M ﹤0.01%
1,603,604
+280,574
1473
$44.1M ﹤0.01%
1,051,302
+458,076
1474
$44.1M ﹤0.01%
2,696,871
-2,027,682
1475
$44.1M ﹤0.01%
508,464
-24,647