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
1701
$32.3M ﹤0.01%
1,334,399
+1,175,847
1702
$32.3M ﹤0.01%
418,106
+4,759
1703
$32.2M ﹤0.01%
806,577
-130,206
1704
$32.2M ﹤0.01%
185,455
+4,553
1705
$32.2M ﹤0.01%
680,661
+69,179
1706
$32.1M ﹤0.01%
286,951
+1,303
1707
$32.1M ﹤0.01%
311,130
+70,721
1708
$32.1M ﹤0.01%
342,103
+10,749
1709
$32.1M ﹤0.01%
246,551
+10,727
1710
$31.9M ﹤0.01%
146,241
+61,156
1711
$31.8M ﹤0.01%
298,370
+8,052
1712
$31.8M ﹤0.01%
722,428
+55,600
1713
$31.8M ﹤0.01%
943,466
-811,906
1714
$31.8M ﹤0.01%
718,442
+272,192
1715
$31.7M ﹤0.01%
297,005
+32,630
1716
$31.6M ﹤0.01%
734,008
-669,336
1717
$31.5M ﹤0.01%
378,680
+94,943
1718
$31.4M ﹤0.01%
2,110,282
+167,333
1719
$31.4M ﹤0.01%
2,225,105
-131,383
1720
$31.4M ﹤0.01%
1,458,548
+364,818
1721
$31.4M ﹤0.01%
894,685
+9,133
1722
$31.4M ﹤0.01%
35,493
+3,627
1723
$31.3M ﹤0.01%
392,599
+12,279
1724
$31.3M ﹤0.01%
445,947
-698,756
1725
$31.3M ﹤0.01%
462,586
+61,458