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
2851
$7.11M ﹤0.01%
60,001
-9,965
2852
$7.11M ﹤0.01%
470,623
+3,386
2853
$7.11M ﹤0.01%
1,612,356
+437,787
2854
$7.11M ﹤0.01%
567,220
-156,653
2855
$7.08M ﹤0.01%
449,136
+37,028
2856
$7.04M ﹤0.01%
627,696
+23,451
2857
$7.02M ﹤0.01%
251,239
+6,559
2858
$7.01M ﹤0.01%
424,096
+179,627
2859
$6.99M ﹤0.01%
168,656
-9,150
2860
$6.99M ﹤0.01%
46,188
-52,141
2861
$6.99M ﹤0.01%
46,044
+19,508
2862
$6.96M ﹤0.01%
53,611
+2,076
2863
$6.96M ﹤0.01%
62,200
+4,100
2864
$6.95M ﹤0.01%
529,743
-314,750
2865
$6.94M ﹤0.01%
273,419
+698
2866
$6.93M ﹤0.01%
1,408,361
+93,650
2867
$6.91M ﹤0.01%
96,314
+1,274
2868
$6.91M ﹤0.01%
96,819
-3,425
2869
$6.91M ﹤0.01%
781,753
-77,884
2870
$6.91M ﹤0.01%
105,703
-24,825
2871
$6.91M ﹤0.01%
476,156
-165,152
2872
$6.91M ﹤0.01%
153,517
-146,964
2873
$6.9M ﹤0.01%
113,023
-33,122
2874
$6.89M ﹤0.01%
420,327
+111,917
2875
$6.89M ﹤0.01%
242,573
+111,904