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
2226
$16.2M ﹤0.01%
933,510
+307,120
2227
$16.2M ﹤0.01%
647,406
+103,309
2228
$16.2M ﹤0.01%
1,250,266
+8,171
2229
$16.2M ﹤0.01%
471,940
-38,535
2230
$16.2M ﹤0.01%
705,001
+468,676
2231
$16.1M ﹤0.01%
1,382,454
+94,990
2232
$16.1M ﹤0.01%
356,281
+97,044
2233
$16.1M ﹤0.01%
1,175,088
-88,634
2234
$16.1M ﹤0.01%
1,649,962
-2,411,460
2235
$16.1M ﹤0.01%
761,110
-153,967
2236
$16.1M ﹤0.01%
279,045
-75,558
2237
$16M ﹤0.01%
550,907
-29,514
2238
$16M ﹤0.01%
511,642
-22,230
2239
$16M ﹤0.01%
152,725
-58,914
2240
$16M ﹤0.01%
451,243
-179,484
2241
$16M ﹤0.01%
684,886
-535,371
2242
$16M ﹤0.01%
777,009
-140,196
2243
$15.9M ﹤0.01%
209,999
+104,310
2244
$15.9M ﹤0.01%
859,084
-107,494
2245
$15.9M ﹤0.01%
316,076
-2,597
2246
$15.8M ﹤0.01%
704,026
+46,688
2247
$15.8M ﹤0.01%
165,581
-7,025
2248
$15.8M ﹤0.01%
617,222
-2,787,814
2249
$15.8M ﹤0.01%
194,621
+33,018
2250
$15.7M ﹤0.01%
658,030
+116,565