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
1826
$27.3M ﹤0.01%
2,004,776
-62,412
1827
$27.3M ﹤0.01%
169,975
+51,713
1828
$27.2M ﹤0.01%
615,112
-312,648
1829
$27.1M ﹤0.01%
1,395,448
+58,287
1830
$27.1M ﹤0.01%
776,141
-132,111
1831
$27.1M ﹤0.01%
573,533
+72,004
1832
$27.1M ﹤0.01%
2,405,625
+558,114
1833
$27M ﹤0.01%
597,604
-725,297
1834
$26.9M ﹤0.01%
5,137,298
+1,041,997
1835
$26.8M ﹤0.01%
1,593,812
+619,409
1836
$26.8M ﹤0.01%
881,359
-79,065
1837
$26.8M ﹤0.01%
188,769
+7,834
1838
$26.8M ﹤0.01%
422,833
-7,949
1839
$26.8M ﹤0.01%
932,511
-1,664
1840
$26.7M ﹤0.01%
1,161,546
+198,053
1841
$26.7M ﹤0.01%
481,856
-122,545
1842
$26.7M ﹤0.01%
812,294
+78,980
1843
$26.6M ﹤0.01%
447,953
-104,223
1844
$26.6M ﹤0.01%
88,919
+15,917
1845
$26.6M ﹤0.01%
915,305
+30,340
1846
$26.6M ﹤0.01%
1,969,172
+60,439
1847
$26.6M ﹤0.01%
857,876
-680,225
1848
$26.5M ﹤0.01%
2,225,391
+100,519
1849
$26.5M ﹤0.01%
530,997
+3,022
1850
$26.4M ﹤0.01%
95,074
-26,954