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
2426
$12.7M ﹤0.01%
334,187
+15,243
2427
$12.7M ﹤0.01%
523,645
-623,736
2428
$12.6M ﹤0.01%
315,966
+32,635
2429
$12.6M ﹤0.01%
271,414
-17,138
2430
$12.6M ﹤0.01%
509,932
+103,458
2431
$12.6M ﹤0.01%
334,635
+4,921
2432
$12.6M ﹤0.01%
153,546
+31,352
2433
$12.6M ﹤0.01%
819,020
+123,502
2434
$12.6M ﹤0.01%
204,115
-31,496
2435
$12.5M ﹤0.01%
215,247
+293
2436
$12.5M ﹤0.01%
162,525
-826
2437
$12.5M ﹤0.01%
354,158
-109,015
2438
$12.5M ﹤0.01%
201,720
-2,138
2439
$12.5M ﹤0.01%
619,437
+50,420
2440
$12.5M ﹤0.01%
1,084,640
+673,016
2441
$12.4M ﹤0.01%
738,175
-105,046
2442
$12.4M ﹤0.01%
599,319
-116,511
2443
$12.4M ﹤0.01%
189,923
-8,001
2444
$12.4M ﹤0.01%
278,943
-28,806
2445
$12.4M ﹤0.01%
1,089,836
-173,233
2446
$12.3M ﹤0.01%
802,155
+193,315
2447
$12.3M ﹤0.01%
329,546
-897
2448
$12.3M ﹤0.01%
690,081
-9,171
2449
$12.3M ﹤0.01%
430,621
-31,935
2450
$12.3M ﹤0.01%
558,896
+17,905