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
2151
$17.9M ﹤0.01%
1,425,761
-67,683
2152
$17.9M ﹤0.01%
1,085,308
-4,900
2153
$17.9M ﹤0.01%
290,234
-4,266
2154
$17.8M ﹤0.01%
334,976
-6,236
2155
$17.8M ﹤0.01%
227,471
-24,063
2156
$17.8M ﹤0.01%
106,946
+15,880
2157
$17.8M ﹤0.01%
256,985
+7,420
2158
$17.8M ﹤0.01%
351,433
+136,293
2159
$17.8M ﹤0.01%
223,752
+6,635
2160
$17.7M ﹤0.01%
972,374
+82,374
2161
$17.7M ﹤0.01%
420,836
-114,525
2162
$17.6M ﹤0.01%
373,434
+24,253
2163
$17.6M ﹤0.01%
344,043
-2,685
2164
$17.6M ﹤0.01%
299,472
-50,084
2165
$17.6M ﹤0.01%
766,284
+335,784
2166
$17.6M ﹤0.01%
221,386
+2,132
2167
$17.6M ﹤0.01%
831,868
+218,180
2168
$17.6M ﹤0.01%
622,942
+135,750
2169
$17.5M ﹤0.01%
860,716
+457,735
2170
$17.5M ﹤0.01%
285,644
-5,163
2171
$17.5M ﹤0.01%
669,889
-93,072
2172
$17.5M ﹤0.01%
307,693
-87,402
2173
$17.5M ﹤0.01%
2,440,599
+811,884
2174
$17.4M ﹤0.01%
1,512,110
-7,147
2175
$17.4M ﹤0.01%
82,428
+3,041