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
1651
$34.9M ﹤0.01%
944,115
-60,798
1652
$34.8M ﹤0.01%
2,660,063
+179,338
1653
$34.8M ﹤0.01%
5,882,531
+854,933
1654
$34.8M ﹤0.01%
362,766
-11,243
1655
$34.8M ﹤0.01%
3,715,919
+1,315,630
1656
$34.6M ﹤0.01%
310,980
-269,157
1657
$34.5M ﹤0.01%
434,692
+26,734
1658
$34.4M ﹤0.01%
1,248,780
-280,433
1659
$34.4M ﹤0.01%
650,687
-68,995
1660
$34.3M ﹤0.01%
193,102
+25,651
1661
$34.3M ﹤0.01%
1,620,938
-191,761
1662
$34.3M ﹤0.01%
888,241
+130,483
1663
$34.3M ﹤0.01%
578,172
-573,686
1664
$34.2M ﹤0.01%
359,901
+40,949
1665
$34.2M ﹤0.01%
705,402
+170,187
1666
$34.2M ﹤0.01%
295,429
+33,941
1667
$34M ﹤0.01%
1,664,113
+194,942
1668
$34M ﹤0.01%
142,553
+32,387
1669
$34M ﹤0.01%
762,405
-227,971
1670
$34M ﹤0.01%
2,249,902
-127,773
1671
$34M ﹤0.01%
682,079
+51,280
1672
$34M ﹤0.01%
3,888,905
+1,954,295
1673
$33.8M ﹤0.01%
665,443
+129,913
1674
$33.7M ﹤0.01%
361,167
-70,697
1675
$33.7M ﹤0.01%
1,069,455
+9,427