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
1801
$28.1M ﹤0.01%
516,788
+72,904
1802
$28.1M ﹤0.01%
975,004
-20,065
1803
$28.1M ﹤0.01%
417,744
+5,206
1804
$28.1M ﹤0.01%
665,718
-181,820
1805
$28.1M ﹤0.01%
218,775
+12,928
1806
$28.1M ﹤0.01%
838,558
-152,025
1807
$28.1M ﹤0.01%
1,477,597
+17,318
1808
$28M ﹤0.01%
838,176
+5,063
1809
$27.9M ﹤0.01%
837,579
+667,473
1810
$27.9M ﹤0.01%
196,708
+51,709
1811
$27.7M ﹤0.01%
869,712
+113,214
1812
$27.7M ﹤0.01%
229,790
+38,955
1813
$27.7M ﹤0.01%
1,019,832
+8,126
1814
$27.6M ﹤0.01%
1,046,919
+361,824
1815
$27.6M ﹤0.01%
235,874
-28,999
1816
$27.6M ﹤0.01%
861,210
+74,314
1817
$27.6M ﹤0.01%
719,934
+109,587
1818
$27.6M ﹤0.01%
3,637,727
+861,491
1819
$27.5M ﹤0.01%
239,332
+38,822
1820
$27.5M ﹤0.01%
1,567,225
-318,830
1821
$27.5M ﹤0.01%
906,137
+92,598
1822
$27.5M ﹤0.01%
290,109
+30,748
1823
$27.4M ﹤0.01%
120,540
+9,839
1824
$27.4M ﹤0.01%
203,273
+26,298
1825
$27.4M ﹤0.01%
619,228
+36,311