Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$813B
AUM Growth
-$29.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,150
New
Increased
Reduced
Closed

Top Buys

1
+$1.62B
2
+$1.57B
3
+$1.21B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.09B
5
KVUE icon
Kenvue
KVUE
+$919M

Top Sells

1
+$3.1B
2
+$1.82B
3
+$1.09B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.04B
5
MSFT icon
Microsoft
MSFT
+$932M

Sector Composition

1 Technology 13.48%
2 Financials 7.56%
3 Healthcare 7.51%
4 Industrials 5.87%
5 Consumer Discretionary 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.48B 0.16%
4,039,137
+1,827,600
127
$1.47B 0.16%
14,193,238
+346,758
128
$1.43B 0.16%
5,535,446
+599,662
129
$1.43B 0.16%
26,688,196
+685,321
130
$1.43B 0.16%
5,937,248
-159,626
131
$1.41B 0.16%
5,156,347
+1,051,998
132
$1.4B 0.15%
27,812,507
-4,578,117
133
$1.38B 0.15%
11,378,147
+4,029,475
134
$1.37B 0.15%
14,874,594
+92,916
135
$1.35B 0.15%
16,729,569
+1,132,397
136
$1.34B 0.15%
16,565,826
-670,664
137
$1.34B 0.15%
3,274,141
-91,480
138
$1.34B 0.15%
25,291,179
-1,295,000
139
$1.32B 0.15%
6,935,069
+173,740
140
$1.31B 0.14%
22,519,155
+118,167
141
$1.3B 0.14%
3,434,360
+323,772
142
$1.28B 0.14%
13,005,190
-3,136,385
143
$1.25B 0.14%
38,467,738
-27,569,313
144
$1.24B 0.14%
11,151,039
-1,083,323
145
$1.22B 0.13%
2,386,935
-76,285
146
$1.22B 0.13%
12,962,651
-1,064,977
147
$1.21B 0.13%
5,648,297
-27,378
148
$1.21B 0.13%
19,897,620
+262,170
149
$1.2B 0.13%
34,359,055
-969,500
150
$1.2B 0.13%
22,493,332
+465,096
4 5
6
7 8