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
2451
$12.3M ﹤0.01%
350,334
+19,893
2452
$12.2M ﹤0.01%
116,334
-56,191
2453
$12.2M ﹤0.01%
177,640
-72,022
2454
$12.2M ﹤0.01%
391,594
-1,110,464
2455
$12.2M ﹤0.01%
929,896
+27,131
2456
$12.2M ﹤0.01%
478,473
-164,787
2457
$12.2M ﹤0.01%
730,256
+304,211
2458
$12.2M ﹤0.01%
347,196
-9,986
2459
$12.1M ﹤0.01%
1,632,333
+325,533
2460
$12.1M ﹤0.01%
201,552
+3,435
2461
$12.1M ﹤0.01%
391,838
+178,327
2462
$12.1M ﹤0.01%
469,292
+83,495
2463
$12M ﹤0.01%
239,030
-28,931
2464
$12M ﹤0.01%
118,239
+412
2465
$12M ﹤0.01%
2,638,555
+360,293
2466
$12M ﹤0.01%
1,177,360
-29,056
2467
$11.9M ﹤0.01%
232,683
+167,419
2468
$11.9M ﹤0.01%
521,335
-182,538
2469
$11.9M ﹤0.01%
232,278
+4,879
2470
$11.9M ﹤0.01%
667,832
-37,158
2471
$11.9M ﹤0.01%
420,166
-94,924
2472
$11.9M ﹤0.01%
79,042
-11,021
2473
$11.9M ﹤0.01%
243,240
-78,503
2474
$11.8M ﹤0.01%
855,034
+110,543
2475
$11.8M ﹤0.01%
1,286,741
+489,287