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
2326
$14.3M ﹤0.01%
970,118
+6,570
2327
$14.3M ﹤0.01%
319,204
+7,413
2328
$14.3M ﹤0.01%
296,594
+26,696
2329
$14.3M ﹤0.01%
257,333
+48,739
2330
$14.2M ﹤0.01%
129,178
+1,921
2331
$14.2M ﹤0.01%
1,185,802
+102,742
2332
$14.2M ﹤0.01%
278,073
-27,096
2333
$14.2M ﹤0.01%
1,172,477
-326,599
2334
$14.2M ﹤0.01%
808,987
+226,750
2335
$14.2M ﹤0.01%
262,020
-3,671
2336
$14.1M ﹤0.01%
456,019
-6,951
2337
$14.1M ﹤0.01%
204,635
-7,668
2338
$14.1M ﹤0.01%
491,630
+491,230
2339
$14.1M ﹤0.01%
596,536
+3,855
2340
$14.1M ﹤0.01%
449,558
+93,302
2341
$14.1M ﹤0.01%
3,467,787
-343,986
2342
$14.1M ﹤0.01%
1,872,057
+481,888
2343
$14.1M ﹤0.01%
387,221
+215,885
2344
$14.1M ﹤0.01%
179,890
+89,960
2345
$14.1M ﹤0.01%
1,141,245
+57,172
2346
$14.1M ﹤0.01%
852,579
+195,125
2347
$14M ﹤0.01%
198,651
+9,158
2348
$14M ﹤0.01%
872,124
+608,362
2349
$13.9M ﹤0.01%
1,427,264
+554,904
2350
$13.9M ﹤0.01%
295,809
-86,167