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
2726
$8.3M ﹤0.01%
499,949
+10,874
2727
$8.29M ﹤0.01%
646,049
-29,656
2728
$8.26M ﹤0.01%
255,563
+16,806
2729
$8.25M ﹤0.01%
943,586
-40,526
2730
$8.24M ﹤0.01%
46,456
-3,223
2731
$8.22M ﹤0.01%
308,051
+35,257
2732
$8.17M ﹤0.01%
260,390
-118,791
2733
$8.14M ﹤0.01%
350,749
-21,643
2734
$8.14M ﹤0.01%
1,183,460
+15,096
2735
$8.13M ﹤0.01%
1,737,336
-474,250
2736
$8.12M ﹤0.01%
478,192
+37,200
2737
$8.12M ﹤0.01%
1,097,633
+608,373
2738
$8.12M ﹤0.01%
9,882
+1,385
2739
$8.11M ﹤0.01%
210,800
+113,718
2740
$8.08M ﹤0.01%
328,395
+17,962
2741
$8.07M ﹤0.01%
+102,970
2742
$8.07M ﹤0.01%
173,303
-8,650
2743
$8.06M ﹤0.01%
143,725
-25,952
2744
$8.06M ﹤0.01%
893,406
+36,910
2745
$8.06M ﹤0.01%
297,135
+20,311
2746
$8.05M ﹤0.01%
+133,018
2747
$8.02M ﹤0.01%
1,886,992
+238,427
2748
$8M ﹤0.01%
89,702
-64,399
2749
$7.98M ﹤0.01%
255,499
+48,726
2750
$7.98M ﹤0.01%
1,103,324
-549,612