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
2101
$19M ﹤0.01%
387,789
-659,646
2102
$18.9M ﹤0.01%
445,610
-187,261
2103
$18.9M ﹤0.01%
319,003
+24,675
2104
$18.8M ﹤0.01%
1,142,993
+174,312
2105
$18.8M ﹤0.01%
255,503
-39,124
2106
$18.8M ﹤0.01%
550,353
2107
$18.8M ﹤0.01%
1,245,097
-1,285,584
2108
$18.8M ﹤0.01%
337,416
+73,846
2109
$18.8M ﹤0.01%
921,114
+51,530
2110
$18.7M ﹤0.01%
2,760,319
+1,048,422
2111
$18.7M ﹤0.01%
564,941
-6,886
2112
$18.7M ﹤0.01%
429,368
+110,962
2113
$18.7M ﹤0.01%
324,607
-20,092
2114
$18.7M ﹤0.01%
3,061,354
-2,536,157
2115
$18.6M ﹤0.01%
463,329
+25,613
2116
$18.6M ﹤0.01%
468,677
-55,559
2117
$18.6M ﹤0.01%
268,190
+45,176
2118
$18.6M ﹤0.01%
180,200
-28,668
2119
$18.6M ﹤0.01%
140,980
+49,310
2120
$18.5M ﹤0.01%
670,310
-26,033
2121
$18.5M ﹤0.01%
702,795
-28,231
2122
$18.4M ﹤0.01%
1,964,585
-2,258,579
2123
$18.4M ﹤0.01%
220,352
-83,054
2124
$18.3M ﹤0.01%
748,396
+10,626
2125
$18.3M ﹤0.01%
297,236
+122,514