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
2201
$16.8M ﹤0.01%
595,307
+72,451
2202
$16.7M ﹤0.01%
323,412
+4,476
2203
$16.7M ﹤0.01%
261,387
-36,284
2204
$16.7M ﹤0.01%
241,654
-3,058
2205
$16.5M ﹤0.01%
322,580
-31,188
2206
$16.5M ﹤0.01%
589,306
+189,607
2207
$16.5M ﹤0.01%
92,809
+23,464
2208
$16.5M ﹤0.01%
326,586
-66,799
2209
$16.4M ﹤0.01%
901,021
+232,274
2210
$16.4M ﹤0.01%
391,096
-151,505
2211
$16.4M ﹤0.01%
395,700
-8,149
2212
$16.4M ﹤0.01%
311,480
+67,020
2213
$16.4M ﹤0.01%
514,249
+10,177
2214
$16.4M ﹤0.01%
466,488
-16,878
2215
$16.4M ﹤0.01%
423,101
+158,430
2216
$16.4M ﹤0.01%
744,836
+202,893
2217
$16.4M ﹤0.01%
1,592,787
+1,177,142
2218
$16.4M ﹤0.01%
95,418
+9,738
2219
$16.3M ﹤0.01%
2,598,830
+1,358,321
2220
$16.3M ﹤0.01%
380,196
+109,174
2221
$16.3M ﹤0.01%
814,758
-3,447,534
2222
$16.3M ﹤0.01%
75,244
-9,116
2223
$16.3M ﹤0.01%
421,723
+34,690
2224
$16.3M ﹤0.01%
256,324
+5,376
2225
$16.2M ﹤0.01%
178,970
+64,885