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
1901
$24.5M ﹤0.01%
153,939
+17,677
1902
$24.5M ﹤0.01%
577,046
+389,925
1903
$24.5M ﹤0.01%
663,815
+4,704
1904
$24.5M ﹤0.01%
135,902
+25,336
1905
$24.4M ﹤0.01%
4,389,246
+1,661,034
1906
$24.4M ﹤0.01%
1,199,552
+310,234
1907
$24.4M ﹤0.01%
695,418
+301,461
1908
$24.4M ﹤0.01%
701,169
+17,795
1909
$24.3M ﹤0.01%
671,978
+631,810
1910
$24.3M ﹤0.01%
126,660
-9,023
1911
$24.3M ﹤0.01%
444,776
+45,462
1912
$24.3M ﹤0.01%
2,729,310
+827,764
1913
$24.2M ﹤0.01%
240,243
-14,156
1914
$24.2M ﹤0.01%
169,479
+4,417
1915
$24.1M ﹤0.01%
534,978
-77,150
1916
$24.1M ﹤0.01%
1,266,678
+110,873
1917
$24.1M ﹤0.01%
5,350,998
+1,937,389
1918
$24.1M ﹤0.01%
1,788,898
+61,994
1919
$24.1M ﹤0.01%
1,194,568
+195,353
1920
$24M ﹤0.01%
1,714,620
-164,334
1921
$24M ﹤0.01%
1,253,342
-56,573
1922
$24M ﹤0.01%
531,778
+76,768
1923
$23.9M ﹤0.01%
229,889
-342
1924
$23.9M ﹤0.01%
1,933,479
+195,125
1925
$23.9M ﹤0.01%
752,739
+379,547