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
2301
$14.7M ﹤0.01%
512,203
+49,634
2302
$14.7M ﹤0.01%
199,258
-17,322
2303
$14.7M ﹤0.01%
1,049,458
-152,654
2304
$14.7M ﹤0.01%
1,416,929
+1,378,964
2305
$14.7M ﹤0.01%
808,587
+171,205
2306
$14.7M ﹤0.01%
580,400
-41,472
2307
$14.6M ﹤0.01%
757,307
-94,899
2308
$14.6M ﹤0.01%
959,298
+99,560
2309
$14.6M ﹤0.01%
613,571
+27,433
2310
$14.6M ﹤0.01%
3,089,701
+805,755
2311
$14.5M ﹤0.01%
504,049
-106,969
2312
$14.5M ﹤0.01%
561,185
+43,451
2313
$14.5M ﹤0.01%
723,970
-166,692
2314
$14.5M ﹤0.01%
136,889
-57,941
2315
$14.5M ﹤0.01%
350,427
-2,993
2316
$14.4M ﹤0.01%
890,328
-662
2317
$14.4M ﹤0.01%
794,733
+264,772
2318
$14.4M ﹤0.01%
1,228,334
+408,317
2319
$14.4M ﹤0.01%
373,253
-111,354
2320
$14.4M ﹤0.01%
232,726
-65,571
2321
$14.4M ﹤0.01%
191,811
-52,849
2322
$14.3M ﹤0.01%
2,183,774
-340,146
2323
$14.3M ﹤0.01%
591,406
+251,920
2324
$14.3M ﹤0.01%
245,908
-4,434
2325
$14.3M ﹤0.01%
119,475
+2,545