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
1951
$23M ﹤0.01%
211,807
+7,387
1952
$23M ﹤0.01%
2,450,838
+283,613
1953
$23M ﹤0.01%
2,567,973
+188,215
1954
$23M ﹤0.01%
449,517
+80,394
1955
$23M ﹤0.01%
2,646,586
-38,157
1956
$22.9M ﹤0.01%
439,694
+59,403
1957
$22.9M ﹤0.01%
176,487
+26
1958
$22.8M ﹤0.01%
568,660
+54,117
1959
$22.8M ﹤0.01%
365,036
+11,180
1960
$22.7M ﹤0.01%
2,773,540
+627,682
1961
$22.7M ﹤0.01%
303,989
+20,356
1962
$22.7M ﹤0.01%
589,686
+55,503
1963
$22.6M ﹤0.01%
645,628
-38,001
1964
$22.6M ﹤0.01%
869,525
-10,956
1965
$22.6M ﹤0.01%
4,150,499
-1,865,498
1966
$22.5M ﹤0.01%
2,585,998
+81,367
1967
$22.5M ﹤0.01%
91,527
-7,084
1968
$22.5M ﹤0.01%
756,424
+15,722
1969
$22.5M ﹤0.01%
160,699
+7,456
1970
$22.4M ﹤0.01%
494,060
-121,484
1971
$22.4M ﹤0.01%
706,544
+224,944
1972
$22.4M ﹤0.01%
437,217
-15,474
1973
$22.4M ﹤0.01%
2,116,690
+406,801
1974
$22.3M ﹤0.01%
1,136,246
-18,949
1975
$22.2M ﹤0.01%
132,024
+1,640