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
2251
$15.7M ﹤0.01%
117,845
+2,816
2252
$15.7M ﹤0.01%
538,948
-64,147
2253
$15.7M ﹤0.01%
300,000
2254
$15.6M ﹤0.01%
1,894,133
+1,793,111
2255
$15.6M ﹤0.01%
5,421,074
+2,530,611
2256
$15.6M ﹤0.01%
130,270
-4,492
2257
$15.5M ﹤0.01%
339,882
-45,155
2258
$15.5M ﹤0.01%
426,074
-51,833
2259
$15.5M ﹤0.01%
784,796
-21,643
2260
$15.5M ﹤0.01%
633,269
+290,122
2261
$15.5M ﹤0.01%
222,147
+21,213
2262
$15.4M ﹤0.01%
711,722
+24,472
2263
$15.4M ﹤0.01%
263,514
+81,132
2264
$15.4M ﹤0.01%
2,479,045
+1,377,922
2265
$15.3M ﹤0.01%
321,499
+67,529
2266
$15.3M ﹤0.01%
60,479
-15,727
2267
$15.3M ﹤0.01%
236,048
-15,952
2268
$15.3M ﹤0.01%
820,323
+107,781
2269
$15.3M ﹤0.01%
798,418
+186,242
2270
$15.3M ﹤0.01%
4,377,399
+939,777
2271
$15.3M ﹤0.01%
1,316,019
+114,167
2272
$15.2M ﹤0.01%
379,702
+302,906
2273
$15.2M ﹤0.01%
476,249
+176,308
2274
$15.2M ﹤0.01%
189,277
+1,176
2275
$15.2M ﹤0.01%
197,929
+48,196