Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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 16.22%
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
201
$1.17B 0.09%
3,233,565
+42,076
202
$1.16B 0.09%
13,974,234
+1,009,914
203
$1.15B 0.09%
15,253,014
+1,229,177
204
$1.14B 0.09%
3,640,167
-5,424
205
$1.14B 0.09%
44,260,796
+63,422
206
$1.13B 0.09%
2,179,754
+65,159
207
$1.12B 0.09%
8,328,213
+175,382
208
$1.12B 0.09%
32,495,042
-693,307
209
$1.11B 0.09%
11,359,975
+631,851
210
$1.1B 0.09%
17,586,107
-29,556
211
$1.1B 0.09%
6,513,717
+32,381
212
$1.1B 0.09%
2,595,891
+144,324
213
$1.1B 0.09%
4,210,735
-304,999
214
$1.09B 0.09%
7,692,008
-141,657
215
$1.09B 0.09%
31,112,100
+1,744,351
216
$1.08B 0.09%
13,410,491
-727,682
217
$1.07B 0.09%
7,118,885
-558,175
218
$1.07B 0.09%
9,786,466
-1,166,444
219
$1.07B 0.09%
2,744,824
-500,378
220
$1.05B 0.08%
6,318,138
-347,829
221
$1.04B 0.08%
993,237
+25,133
222
$1.04B 0.08%
44,433,573
+14,367,506
223
$1.04B 0.08%
7,152,573
-367,544
224
$1.04B 0.08%
43,118,740
+1,622,309
225
$1.04B 0.08%
5,516,128
+844,671