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
2401
$13M ﹤0.01%
1,046,171
+69,497
2402
$13M ﹤0.01%
321,179
+21,607
2403
$13M ﹤0.01%
614,785
-399,906
2404
$12.9M ﹤0.01%
283,769
+154,296
2405
$12.9M ﹤0.01%
185,255
+6,944
2406
$12.9M ﹤0.01%
250,329
-9,774
2407
$12.8M ﹤0.01%
573,717
-366,609
2408
$12.8M ﹤0.01%
613,678
+11,587
2409
$12.8M ﹤0.01%
205,993
+91,642
2410
$12.8M ﹤0.01%
677,525
+50,377
2411
$12.8M ﹤0.01%
184,434
-49,039
2412
$12.8M ﹤0.01%
165,473
-2,731
2413
$12.8M ﹤0.01%
288,978
+2,445
2414
$12.8M ﹤0.01%
580,574
+119,942
2415
$12.8M ﹤0.01%
207,172
+37,280
2416
$12.8M ﹤0.01%
1,860,625
+53,517
2417
$12.8M ﹤0.01%
1,442,317
+409,551
2418
$12.8M ﹤0.01%
164,724
-174
2419
$12.8M ﹤0.01%
192,477
+140,102
2420
$12.8M ﹤0.01%
591,123
+107,011
2421
$12.7M ﹤0.01%
238,306
+5,853
2422
$12.7M ﹤0.01%
896,282
+29,223
2423
$12.7M ﹤0.01%
296,125
-469
2424
$12.7M ﹤0.01%
259,758
+3,213
2425
$12.7M ﹤0.01%
456,094
+46,474