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
1751
$30.2M ﹤0.01%
1,629,335
+1,161
1752
$30.2M ﹤0.01%
498,222
-11,823
1753
$30.2M ﹤0.01%
218,425
-87,221
1754
$30.2M ﹤0.01%
1,445,072
-119,126
1755
$30.1M ﹤0.01%
1,225,015
+322,984
1756
$30.1M ﹤0.01%
1,159,182
-4,996
1757
$30.1M ﹤0.01%
1,466,512
+297,550
1758
$30.1M ﹤0.01%
590,523
+1,766
1759
$30M ﹤0.01%
1,204,870
-539,907
1760
$30M ﹤0.01%
781,780
-88,976
1761
$30M ﹤0.01%
228,306
+34,165
1762
$29.9M ﹤0.01%
1,139,044
+51,361
1763
$29.9M ﹤0.01%
138,911
+34,414
1764
$29.9M ﹤0.01%
1,277,330
+1,204,498
1765
$29.8M ﹤0.01%
313,415
+59,234
1766
$29.7M ﹤0.01%
1,186,159
+319,381
1767
$29.7M ﹤0.01%
271,887
+14,429
1768
$29.7M ﹤0.01%
1,208,775
+491,705
1769
$29.6M ﹤0.01%
123,384
-22,531
1770
$29.6M ﹤0.01%
187,684
+1,951
1771
$29.6M ﹤0.01%
640,070
+8,547
1772
$29.5M ﹤0.01%
615,312
+171,514
1773
$29.5M ﹤0.01%
333,656
+61,100
1774
$29.4M ﹤0.01%
604,291
+5,741
1775
$29.3M ﹤0.01%
781,903
+308,794