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
2126
$18.3M ﹤0.01%
420,189
+1,004
2127
$18.3M ﹤0.01%
325,458
-86,602
2128
$18.3M ﹤0.01%
491,947
+31,166
2129
$18.3M ﹤0.01%
775,832
+37,009
2130
$18.2M ﹤0.01%
456,835
+91,291
2131
$18.2M ﹤0.01%
924,537
-41,872
2132
$18.2M ﹤0.01%
371,849
+40,928
2133
$18.2M ﹤0.01%
305,427
+176,810
2134
$18.2M ﹤0.01%
466,209
+134,108
2135
$18.1M ﹤0.01%
1,070,310
+276,522
2136
$18.1M ﹤0.01%
2,103,835
+375,635
2137
$18.1M ﹤0.01%
198,485
-31,572
2138
$18.1M ﹤0.01%
396,853
-1,510
2139
$18.1M ﹤0.01%
861,842
+177,574
2140
$18.1M ﹤0.01%
324,737
-23,158
2141
$18.1M ﹤0.01%
1,049,068
+345,754
2142
$18.1M ﹤0.01%
245,891
-68,288
2143
$18.1M ﹤0.01%
210,358
+6,379
2144
$18.1M ﹤0.01%
330,243
+4,066
2145
$18M ﹤0.01%
429,106
+93,507
2146
$18M ﹤0.01%
481,314
+331,904
2147
$18M ﹤0.01%
128,955
+1,608
2148
$17.9M ﹤0.01%
352,330
-4,775,918
2149
$17.9M ﹤0.01%
248,503
-16,593
2150
$17.9M ﹤0.01%
555,035
-11,764