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
1926
$23.9M ﹤0.01%
501,877
+141,206
1927
$23.8M ﹤0.01%
1,285,556
+116,018
1928
$23.8M ﹤0.01%
417,338
+13,076
1929
$23.8M ﹤0.01%
496,532
+64,354
1930
$23.8M ﹤0.01%
440,345
-72,468
1931
$23.6M ﹤0.01%
723,310
+235,313
1932
$23.6M ﹤0.01%
874,328
+163,014
1933
$23.5M ﹤0.01%
297,429
-32,144
1934
$23.5M ﹤0.01%
697,894
+19,770
1935
$23.5M ﹤0.01%
414,420
+78,120
1936
$23.4M ﹤0.01%
227,070
+5,640
1937
$23.3M ﹤0.01%
8,163,690
+230,881
1938
$23.3M ﹤0.01%
325,447
+25,906
1939
$23.3M ﹤0.01%
899,936
-149,083
1940
$23.3M ﹤0.01%
485,046
-16,077
1941
$23.3M ﹤0.01%
942,963
-18,307
1942
$23.3M ﹤0.01%
647,273
+69,723
1943
$23.2M ﹤0.01%
573,320
+60,973
1944
$23.2M ﹤0.01%
1,047,532
+27,688
1945
$23.1M ﹤0.01%
42,792
+13,348
1946
$23.1M ﹤0.01%
536,888
-15,982
1947
$23.1M ﹤0.01%
910,591
+159,914
1948
$23M ﹤0.01%
675,141
-5,104
1949
$23M ﹤0.01%
827,445
+171,287
1950
$23M ﹤0.01%
750,076
-8,312