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
1576
$38.1M ﹤0.01%
719,949
+72,609
1577
$38.1M ﹤0.01%
441,946
-23,354
1578
$38.1M ﹤0.01%
411,455
+7,759
1579
$38M ﹤0.01%
230,255
-127,080
1580
$37.9M ﹤0.01%
808,885
-8,368
1581
$37.9M ﹤0.01%
1,677,458
+688,103
1582
$37.9M ﹤0.01%
537,657
-18,125
1583
$37.9M ﹤0.01%
566,733
+34,309
1584
$37.9M ﹤0.01%
608,534
+12,501
1585
$37.8M ﹤0.01%
812,476
+149,920
1586
$37.8M ﹤0.01%
1,439,500
+417,665
1587
$37.8M ﹤0.01%
1,613,124
-419,991
1588
$37.7M ﹤0.01%
791,322
+164,342
1589
$37.7M ﹤0.01%
604,734
+6,507
1590
$37.6M ﹤0.01%
940,518
-170,096
1591
$37.6M ﹤0.01%
1,062,589
+315,346
1592
$37.6M ﹤0.01%
581,822
+76,983
1593
$37.5M ﹤0.01%
433,831
+84,414
1594
$37.4M ﹤0.01%
4,142,551
+1,452,120
1595
$37.3M ﹤0.01%
3,310,009
-22,105
1596
$37.3M ﹤0.01%
755,003
+111,614
1597
$37.3M ﹤0.01%
554,001
-38,913
1598
$37.3M ﹤0.01%
1,173,989
+235,161
1599
$37.2M ﹤0.01%
224,356
+106,175
1600
$37.2M ﹤0.01%
342,191
+161,546