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
1776
$29.3M ﹤0.01%
840,508
+27,706
1777
$29.2M ﹤0.01%
273,313
-1,842
1778
$29.2M ﹤0.01%
420,461
+25,810
1779
$29M ﹤0.01%
1,576,764
-894,320
1780
$29M ﹤0.01%
849,739
+112,931
1781
$28.9M ﹤0.01%
400,731
-72,286
1782
$28.7M ﹤0.01%
635,732
+428,072
1783
$28.7M ﹤0.01%
972,487
+190,725
1784
$28.7M ﹤0.01%
253,883
+14,637
1785
$28.7M ﹤0.01%
1,119,061
+93,167
1786
$28.7M ﹤0.01%
329,707
-84,810
1787
$28.6M ﹤0.01%
1,017,487
+116,381
1788
$28.6M ﹤0.01%
532,782
-633,842
1789
$28.6M ﹤0.01%
427,586
-100,944
1790
$28.5M ﹤0.01%
362,165
+99,525
1791
$28.4M ﹤0.01%
158,459
+13,728
1792
$28.3M ﹤0.01%
1,508,891
-27,001
1793
$28.3M ﹤0.01%
304,109
-21,280
1794
$28.3M ﹤0.01%
734,294
+114,670
1795
$28.3M ﹤0.01%
229,383
+10,998
1796
$28.3M ﹤0.01%
311,884
+41,215
1797
$28.3M ﹤0.01%
619,332
+11,019
1798
$28.2M ﹤0.01%
665,715
+68,769
1799
$28.2M ﹤0.01%
438,562
-155,819
1800
$28.2M ﹤0.01%
160,120
+28,181