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
1526
$41.1M ﹤0.01%
630,338
-341,478
1527
$40.8M ﹤0.01%
213,388
+11,917
1528
$40.8M ﹤0.01%
2,205,884
+8,002
1529
$40.7M ﹤0.01%
973,268
+407,999
1530
$40.7M ﹤0.01%
711,698
+12,200
1531
$40.7M ﹤0.01%
1,558,961
-124,472
1532
$40.6M ﹤0.01%
306,136
+119,997
1533
$40.6M ﹤0.01%
1,247,485
-1,858,801
1534
$40.5M ﹤0.01%
772,060
-5,252
1535
$40.5M ﹤0.01%
2,854,216
+550,108
1536
$40.5M ﹤0.01%
433,322
-38,244
1537
$40.5M ﹤0.01%
357,212
+1,998
1538
$40.3M ﹤0.01%
31,446
+6
1539
$40.3M ﹤0.01%
558,268
+40,134
1540
$40.2M ﹤0.01%
499,780
-3,668
1541
$40.2M ﹤0.01%
448,538
-25,943
1542
$40.2M ﹤0.01%
513,916
+12,672
1543
$40.2M ﹤0.01%
1,171,349
+1,140,231
1544
$40M ﹤0.01%
119,736
+9,489
1545
$40M ﹤0.01%
1,560,822
+49,501
1546
$39.9M ﹤0.01%
3,283,742
+1,348,498
1547
$39.9M ﹤0.01%
857,693
-33,961
1548
$39.9M ﹤0.01%
231,800
-11,132
1549
$39.8M ﹤0.01%
879,636
-125,123
1550
$39.7M ﹤0.01%
405,398
-33,194