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
1551
$39.7M ﹤0.01%
1,697,372
-384,516
1552
$39.6M ﹤0.01%
925,112
-273,104
1553
$39.5M ﹤0.01%
720,938
+82,255
1554
$39.5M ﹤0.01%
1,545,900
+1,056,415
1555
$39.4M ﹤0.01%
393,094
-7,547
1556
$39.4M ﹤0.01%
1,020,395
+319,921
1557
$39.2M ﹤0.01%
487,341
+65,109
1558
$39.2M ﹤0.01%
234,345
+28,891
1559
$39.1M ﹤0.01%
300,273
-19,197
1560
$39.1M ﹤0.01%
1,018,283
-3,675
1561
$39.1M ﹤0.01%
545,846
-14,678
1562
$39.1M ﹤0.01%
1,282,736
+724,801
1563
$39M ﹤0.01%
477,358
-69,890
1564
$39M ﹤0.01%
1,521,895
+529,886
1565
$38.7M ﹤0.01%
519,004
-43,540
1566
$38.7M ﹤0.01%
459,023
+86,451
1567
$38.5M ﹤0.01%
965,919
-42,690
1568
$38.5M ﹤0.01%
1,075,887
+325,103
1569
$38.5M ﹤0.01%
785,963
+120,956
1570
$38.3M ﹤0.01%
498,744
+167,503
1571
$38.3M ﹤0.01%
1,032,235
+14,844
1572
$38.3M ﹤0.01%
3,142,679
-562,262
1573
$38.2M ﹤0.01%
1,000,836
-114,294
1574
$38.2M ﹤0.01%
8,392,057
+3,632,542
1575
$38.1M ﹤0.01%
622,490
+145,832