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
1476
$44M ﹤0.01%
1,644,368
-243,694
1477
$43.9M ﹤0.01%
514,788
-109,938
1478
$43.9M ﹤0.01%
379,398
+61,924
1479
$43.9M ﹤0.01%
615,415
+162,766
1480
$43.8M ﹤0.01%
112,200
+4,702
1481
$43.7M ﹤0.01%
93,930
-4,484
1482
$43.7M ﹤0.01%
1,630,776
-95,613
1483
$43.7M ﹤0.01%
395,320
+3,879
1484
$43.6M ﹤0.01%
1,568,632
+160,866
1485
$43.4M ﹤0.01%
2,111,343
+249,325
1486
$43.4M ﹤0.01%
949,389
+20,030
1487
$43.4M ﹤0.01%
3,598,251
-1,826,722
1488
$43.3M ﹤0.01%
945,731
-6,413
1489
$43.3M ﹤0.01%
889,294
-523,327
1490
$43.2M ﹤0.01%
844,034
-45,461
1491
$43.2M ﹤0.01%
4,041,819
+1,460,806
1492
$43M ﹤0.01%
899,664
+592,869
1493
$43M ﹤0.01%
322,712
+28,636
1494
$43M ﹤0.01%
499,381
+270,236
1495
$42.9M ﹤0.01%
881,678
+2,114
1496
$42.8M ﹤0.01%
356,813
+105,400
1497
$42.6M ﹤0.01%
695,830
-6,424
1498
$42.5M ﹤0.01%
1,037,252
-4,059
1499
$42.4M ﹤0.01%
593,266
-38,310
1500
$42.4M ﹤0.01%
4,230,964
+8,501