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
2351
$13.9M ﹤0.01%
269,814
+70,014
2352
$13.9M ﹤0.01%
118,701
+24,749
2353
$13.9M ﹤0.01%
930,215
+758,689
2354
$13.9M ﹤0.01%
392,201
-15,572
2355
$13.8M ﹤0.01%
213,711
-17,698
2356
$13.8M ﹤0.01%
208,502
+7,779
2357
$13.8M ﹤0.01%
1,092,852
+265,237
2358
$13.8M ﹤0.01%
785,570
+2,986
2359
$13.8M ﹤0.01%
613,753
-7,463
2360
$13.7M ﹤0.01%
609,829
+94,167
2361
$13.7M ﹤0.01%
354,034
+13,883
2362
$13.7M ﹤0.01%
153,614
+67,492
2363
$13.7M ﹤0.01%
446,909
+133,367
2364
$13.7M ﹤0.01%
1,923,087
+139,498
2365
$13.6M ﹤0.01%
138,622
-8,309
2366
$13.6M ﹤0.01%
1,397,687
-855,420
2367
$13.6M ﹤0.01%
256,784
-123,260
2368
$13.5M ﹤0.01%
258,345
+240,866
2369
$13.5M ﹤0.01%
101,734
+11,154
2370
$13.5M ﹤0.01%
388,320
+117,793
2371
$13.5M ﹤0.01%
358,425
+41,411
2372
$13.5M ﹤0.01%
170,142
+44,315
2373
$13.5M ﹤0.01%
333,562
+112,618
2374
$13.5M ﹤0.01%
593,238
+3,097
2375
$13.5M ﹤0.01%
1,896,522
+768,274