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
1876
$25.6M ﹤0.01%
615,021
-67,853
1877
$25.6M ﹤0.01%
2,006,776
-178,423
1878
$25.6M ﹤0.01%
226,215
+23,394
1879
$25.6M ﹤0.01%
453,487
+10,147
1880
$25.5M ﹤0.01%
2,815,178
-2,102,020
1881
$25.4M ﹤0.01%
1,351,775
+91,961
1882
$25.4M ﹤0.01%
213,654
+121,666
1883
$25.4M ﹤0.01%
129,363
+6,060
1884
$25.4M ﹤0.01%
211,949
-21,663
1885
$25.4M ﹤0.01%
3,756,490
+3,091,844
1886
$25.2M ﹤0.01%
965,044
+894,701
1887
$25.2M ﹤0.01%
418,744
-33,784
1888
$25.1M ﹤0.01%
301,931
-14,489
1889
$25.1M ﹤0.01%
1,041,551
+59,211
1890
$25.1M ﹤0.01%
1,086,098
+76,062
1891
$24.9M ﹤0.01%
586,663
-42,927
1892
$24.8M ﹤0.01%
470,940
+63,086
1893
$24.8M ﹤0.01%
320,826
-112,819
1894
$24.8M ﹤0.01%
437,699
-31,240
1895
$24.8M ﹤0.01%
1,042,810
+29,022
1896
$24.6M ﹤0.01%
1,413,715
+208,617
1897
$24.6M ﹤0.01%
2,133,632
-510,085
1898
$24.6M ﹤0.01%
2,238,932
-375,494
1899
$24.6M ﹤0.01%
227,881
+85,206
1900
$24.5M ﹤0.01%
445,549
+52,964