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
2776
$7.81M ﹤0.01%
131,146
+39,904
2777
$7.8M ﹤0.01%
+964,454
2778
$7.78M ﹤0.01%
133,969
+88,663
2779
$7.76M ﹤0.01%
136,814
+120,015
2780
$7.76M ﹤0.01%
+346,831
2781
$7.75M ﹤0.01%
83,090
+1,232
2782
$7.75M ﹤0.01%
316,302
+38,590
2783
$7.74M ﹤0.01%
342,908
+64,197
2784
$7.74M ﹤0.01%
558,727
+54,472
2785
$7.73M ﹤0.01%
1,188,090
+101,923
2786
$7.7M ﹤0.01%
1,528,578
-2,079,651
2787
$7.7M ﹤0.01%
2,069,780
+1,111,253
2788
$7.68M ﹤0.01%
1,165,425
-676,040
2789
$7.68M ﹤0.01%
233,468
-9,644
2790
$7.67M ﹤0.01%
158,131
+2,864
2791
$7.66M ﹤0.01%
798,352
+6,904
2792
$7.65M ﹤0.01%
513,110
-1,966
2793
$7.65M ﹤0.01%
687,087
+412,044
2794
$7.65M ﹤0.01%
188,977
+107,367
2795
$7.64M ﹤0.01%
756,545
+261
2796
$7.63M ﹤0.01%
64,411
-64,469
2797
$7.62M ﹤0.01%
212,114
-22,440
2798
$7.61M ﹤0.01%
529,124
+29,664
2799
$7.6M ﹤0.01%
252,078
-276
2800
$7.58M ﹤0.01%
257,797
+66,628