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
1676
$33.7M ﹤0.01%
2,083,558
+107,138
1677
$33.7M ﹤0.01%
184,523
+10,922
1678
$33.6M ﹤0.01%
1,279,231
+404,358
1679
$33.5M ﹤0.01%
347,154
-26,286
1680
$33.3M ﹤0.01%
288,960
+58,506
1681
$33.2M ﹤0.01%
648,650
+36,228
1682
$33.2M ﹤0.01%
263,224
-12,985
1683
$33.1M ﹤0.01%
803,075
+135,922
1684
$33.1M ﹤0.01%
575,508
+20,618
1685
$33.1M ﹤0.01%
415,781
+5,545
1686
$33.1M ﹤0.01%
500,836
+54,734
1687
$33M ﹤0.01%
787,181
+14,275
1688
$33M ﹤0.01%
876,533
-17,111
1689
$32.9M ﹤0.01%
1,042,217
+483,810
1690
$32.9M ﹤0.01%
650,596
+371,249
1691
$32.9M ﹤0.01%
563,712
-151,700
1692
$32.9M ﹤0.01%
392,426
+225,531
1693
$32.9M ﹤0.01%
103,507
-9,381
1694
$32.8M ﹤0.01%
1,607,149
+147,145
1695
$32.7M ﹤0.01%
607,744
+298,435
1696
$32.6M ﹤0.01%
637,505
+236,922
1697
$32.6M ﹤0.01%
446,555
-42,701
1698
$32.5M ﹤0.01%
207,135
-30,993
1699
$32.4M ﹤0.01%
219,003
+52,402
1700
$32.4M ﹤0.01%
263,182
-5,545