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
2051
$20.2M ﹤0.01%
139,168
+19,766
2052
$20.2M ﹤0.01%
800,915
-12,603
2053
$20.1M ﹤0.01%
869,881
-81,162
2054
$20.1M ﹤0.01%
619,587
+193,556
2055
$20.1M ﹤0.01%
675,325
+97,830
2056
$20M ﹤0.01%
473,030
+26,603
2057
$20M ﹤0.01%
1,565,256
+787,226
2058
$19.9M ﹤0.01%
154,535
-8,103
2059
$19.9M ﹤0.01%
1,415,267
-143,808
2060
$19.9M ﹤0.01%
676,316
-38,009
2061
$19.9M ﹤0.01%
541,739
+113,251
2062
$19.9M ﹤0.01%
643,840
+10,974
2063
$19.9M ﹤0.01%
345,165
+11,213
2064
$19.8M ﹤0.01%
204,062
-15,932
2065
$19.8M ﹤0.01%
1,763,166
-172,303
2066
$19.8M ﹤0.01%
5,028,564
+258,316
2067
$19.8M ﹤0.01%
425,619
+6,539
2068
$19.7M ﹤0.01%
1,338,382
+135,796
2069
$19.7M ﹤0.01%
829,975
+62,619
2070
$19.7M ﹤0.01%
989,283
+547,502
2071
$19.7M ﹤0.01%
854,957
+165,575
2072
$19.7M ﹤0.01%
111,562
+12,248
2073
$19.7M ﹤0.01%
593,271
+357,427
2074
$19.6M ﹤0.01%
561,322
+78,059
2075
$19.6M ﹤0.01%
834,180
+517,911