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
1976
$22.2M ﹤0.01%
1,737,396
+667,683
1977
$22.2M ﹤0.01%
378,395
-9,079
1978
$22.2M ﹤0.01%
773,704
+55,074
1979
$22.2M ﹤0.01%
489,238
+68,876
1980
$22.2M ﹤0.01%
382,846
+11,919
1981
$22.2M ﹤0.01%
233,962
+10,306
1982
$22.2M ﹤0.01%
635,772
-31,728
1983
$22.1M ﹤0.01%
455,006
-626
1984
$22.1M ﹤0.01%
891,836
+180,294
1985
$22M ﹤0.01%
410,046
-85,742
1986
$21.9M ﹤0.01%
530,297
+422,400
1987
$21.9M ﹤0.01%
541,275
+100,204
1988
$21.9M ﹤0.01%
768,066
-13,994
1989
$21.9M ﹤0.01%
561,933
-147,473
1990
$21.9M ﹤0.01%
345,521
-654,373
1991
$21.9M ﹤0.01%
735,150
+24,906
1992
$21.9M ﹤0.01%
1,010,788
-59,952
1993
$21.8M ﹤0.01%
67,821
-16,843
1994
$21.8M ﹤0.01%
1,128,577
+86,236
1995
$21.8M ﹤0.01%
604,689
+136,920
1996
$21.7M ﹤0.01%
338,375
-26,374
1997
$21.7M ﹤0.01%
624,484
-95,731
1998
$21.7M ﹤0.01%
501,124
-37,577
1999
$21.6M ﹤0.01%
554,868
-59,371
2000
$21.6M ﹤0.01%
498,221
-8,233