Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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 16.22%
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
151
$1.61B 0.13%
8,702,146
-276,159
152
$1.6B 0.13%
6,972,715
+459,559
153
$1.59B 0.13%
31,987,661
-453,603
154
$1.58B 0.13%
9,851,476
+3,594,295
155
$1.57B 0.13%
54,362,537
+1,975,559
156
$1.57B 0.13%
33,772,014
-1,094,330
157
$1.57B 0.13%
7,947,841
+223,242
158
$1.54B 0.12%
6,701,973
+280,902
159
$1.54B 0.12%
23,696,055
+1,070,402
160
$1.54B 0.12%
23,722,131
+2,545,430
161
$1.53B 0.12%
2,888,441
-274,955
162
$1.52B 0.12%
33,742,890
-1,649,977
163
$1.51B 0.12%
11,045,726
-1,567,551
164
$1.5B 0.12%
23,894,075
+4,813,661
165
$1.49B 0.12%
16,268,516
+285,959
166
$1.48B 0.12%
16,145,967
-155,165
167
$1.45B 0.12%
11,330,907
+330,955
168
$1.45B 0.12%
1,789,498
+90,108
169
$1.42B 0.11%
13,738,923
+4,384,004
170
$1.42B 0.11%
18,937,838
+1,367,281
171
$1.42B 0.11%
1,835,547
-27,567
172
$1.41B 0.11%
63,635,708
+227,370
173
$1.39B 0.11%
3,431,917
-572,101
174
$1.38B 0.11%
13,282,595
+1,014,138
175
$1.36B 0.11%
7,607,404
-120,875