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
2676
$8.89M ﹤0.01%
417,856
+38,240
2677
$8.89M ﹤0.01%
460,185
+196,366
2678
$8.87M ﹤0.01%
284,939
+109,271
2679
$8.86M ﹤0.01%
1,251,323
+455,841
2680
$8.85M ﹤0.01%
692,179
+16,673
2681
$8.83M ﹤0.01%
183,106
+64,640
2682
$8.82M ﹤0.01%
1,160,965
-139,373
2683
$8.81M ﹤0.01%
52,450
+1,122
2684
$8.81M ﹤0.01%
79,793
-4,509
2685
$8.8M ﹤0.01%
446,909
-29,661
2686
$8.78M ﹤0.01%
202,897
-948
2687
$8.77M ﹤0.01%
284,596
+17,277
2688
$8.76M ﹤0.01%
241,217
+171,671
2689
$8.75M ﹤0.01%
493,136
-5,996
2690
$8.71M ﹤0.01%
384,865
+1,061
2691
$8.71M ﹤0.01%
867,467
-41,166
2692
$8.71M ﹤0.01%
124,396
+83,436
2693
$8.7M ﹤0.01%
1,858,839
+1,721,153
2694
$8.7M ﹤0.01%
96,009
+44,157
2695
$8.68M ﹤0.01%
515,259
+382,418
2696
$8.67M ﹤0.01%
230,085
+23,592
2697
$8.66M ﹤0.01%
267,553
-1,793
2698
$8.65M ﹤0.01%
214,170
+86,034
2699
$8.64M ﹤0.01%
732,437
+55,482
2700
$8.62M ﹤0.01%
173,052
-4,602