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
1601
$37.2M ﹤0.01%
664,405
+118,141
1602
$37.1M ﹤0.01%
945,605
-16,215
1603
$37M ﹤0.01%
222,427
+12,143
1604
$37M ﹤0.01%
374,796
-6,374
1605
$37M ﹤0.01%
528,659
+101,947
1606
$37M ﹤0.01%
539,380
-5,022
1607
$36.8M ﹤0.01%
1,864,395
+136,844
1608
$36.8M ﹤0.01%
3,783,796
+802,091
1609
$36.7M ﹤0.01%
440,781
+37,320
1610
$36.7M ﹤0.01%
667,011
-24,078
1611
$36.6M ﹤0.01%
129,801
+73,868
1612
$36.6M ﹤0.01%
958,658
-361,557
1613
$36.5M ﹤0.01%
1,162,669
-287,685
1614
$36.5M ﹤0.01%
1,068,425
-1,285
1615
$36.4M ﹤0.01%
236,472
-61,259
1616
$36.3M ﹤0.01%
594,156
+54,156
1617
$36.2M ﹤0.01%
1,600,656
+146,020
1618
$36.2M ﹤0.01%
747,818
+254,755
1619
$36.2M ﹤0.01%
182,276
+23,262
1620
$36.2M ﹤0.01%
363,884
+13,890
1621
$36.2M ﹤0.01%
717,864
-118,500
1622
$36.2M ﹤0.01%
1,235,760
+28,077
1623
$36.2M ﹤0.01%
480,409
-100,529
1624
$36.1M ﹤0.01%
619,836
+2,377
1625
$36.1M ﹤0.01%
226,493
-4,304