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
1501
$42.4M ﹤0.01%
1,568,936
-298,571
1502
$42.3M ﹤0.01%
651,328
+8,915
1503
$42.3M ﹤0.01%
146,291
-7,223
1504
$42.3M ﹤0.01%
1,420,456
+37,845
1505
$42.3M ﹤0.01%
487,438
+61,638
1506
$42.1M ﹤0.01%
1,063,174
+104,449
1507
$42.1M ﹤0.01%
1,032,526
+9,045
1508
$42M ﹤0.01%
230,689
-12,985
1509
$41.9M ﹤0.01%
410,845
+21,521
1510
$41.9M ﹤0.01%
333,783
-3,339
1511
$41.9M ﹤0.01%
2,695,539
+80,255
1512
$41.8M ﹤0.01%
300,099
-37,580
1513
$41.7M ﹤0.01%
9,553,653
+8,333,844
1514
$41.7M ﹤0.01%
2,515,203
+261,893
1515
$41.6M ﹤0.01%
1,088,128
-362,341
1516
$41.6M ﹤0.01%
1,356,898
+259,782
1517
$41.6M ﹤0.01%
1,351,222
+205,731
1518
$41.6M ﹤0.01%
770,352
+12,025
1519
$41.4M ﹤0.01%
588,822
-43,049
1520
$41.4M ﹤0.01%
6,840,386
+803,828
1521
$41.3M ﹤0.01%
539,247
+91,641
1522
$41.2M ﹤0.01%
1,382,279
+87,548
1523
$41.2M ﹤0.01%
799,252
+185,521
1524
$41.2M ﹤0.01%
1,617,571
+104,603
1525
$41.1M ﹤0.01%
779,478
-3,259