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
2901
$6.66M ﹤0.01%
231,140
+49,264
2902
$6.65M ﹤0.01%
308,686
-23,126
2903
$6.64M ﹤0.01%
625,244
-271,614
2904
$6.64M ﹤0.01%
114,372
+52,438
2905
$6.64M ﹤0.01%
422,886
-93,599
2906
$6.63M ﹤0.01%
114,763
+9,894
2907
$6.6M ﹤0.01%
35,764
-360
2908
$6.59M ﹤0.01%
199,787
+31,011
2909
$6.59M ﹤0.01%
266,608
+143,354
2910
$6.59M ﹤0.01%
149,802
+51,844
2911
$6.58M ﹤0.01%
77,410
+5,297
2912
$6.53M ﹤0.01%
546,893
+318,467
2913
$6.52M ﹤0.01%
123,271
+45,765
2914
$6.5M ﹤0.01%
542,798
+31,037
2915
$6.49M ﹤0.01%
585,506
-130,439
2916
$6.47M ﹤0.01%
227,024
-16,310
2917
$6.47M ﹤0.01%
55,961
+11,434
2918
$6.47M ﹤0.01%
311,125
-45,898
2919
$6.45M ﹤0.01%
170,892
+114,697
2920
$6.44M ﹤0.01%
153,854
+27,756
2921
$6.42M ﹤0.01%
258,737
-1,040
2922
$6.42M ﹤0.01%
77,556
+7,637
2923
$6.41M ﹤0.01%
110,388
+35,400
2924
$6.41M ﹤0.01%
336,327
+9,462
2925
$6.41M ﹤0.01%
503,023
-18,669