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
2576
$10.1M ﹤0.01%
1,481,907
-273,757
2577
$10.1M ﹤0.01%
748,254
+379,691
2578
$10.1M ﹤0.01%
458,436
+75,187
2579
$10.1M ﹤0.01%
106,129
-9,430
2580
$10.1M ﹤0.01%
639,079
-179,997
2581
$10.1M ﹤0.01%
714,923
+27,020
2582
$10.1M ﹤0.01%
507,133
+95,849
2583
$10.1M ﹤0.01%
731,329
-145,937
2584
$10.1M ﹤0.01%
39,014
+15,411
2585
$10.1M ﹤0.01%
404,505
+70,406
2586
$10.1M ﹤0.01%
138,615
+9,726
2587
$10M ﹤0.01%
85,529
+595
2588
$9.99M ﹤0.01%
205,757
+64,114
2589
$9.98M ﹤0.01%
343,267
+34,307
2590
$9.97M ﹤0.01%
132,082
-23,352
2591
$9.97M ﹤0.01%
93,271
+4,741
2592
$9.93M ﹤0.01%
171,071
-7,923
2593
$9.93M ﹤0.01%
599,821
-71,026
2594
$9.91M ﹤0.01%
311,413
-86,798
2595
$9.9M ﹤0.01%
398,609
+6,148
2596
$9.89M ﹤0.01%
682,271
+193,644
2597
$9.88M ﹤0.01%
500,000
2598
$9.88M ﹤0.01%
739,329
-610,200
2599
$9.88M ﹤0.01%
155,564
-21,202
2600
$9.87M ﹤0.01%
564,460
-9,666