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
2926
$6.41M ﹤0.01%
193,332
-83,936
2927
$6.4M ﹤0.01%
257,666
-20,264
2928
$6.39M ﹤0.01%
321,043
+25,139
2929
$6.38M ﹤0.01%
177,941
+14,766
2930
$6.37M ﹤0.01%
88,319
+6,151
2931
$6.37M ﹤0.01%
383,160
+9,997
2932
$6.36M ﹤0.01%
402,829
-232,085
2933
$6.35M ﹤0.01%
238,206
+15,261
2934
$6.34M ﹤0.01%
143,114
-6,648
2935
$6.33M ﹤0.01%
329,814
+34,711
2936
$6.33M ﹤0.01%
482,472
-209,887
2937
$6.31M ﹤0.01%
69,017
+8,855
2938
$6.31M ﹤0.01%
+131,032
2939
$6.3M ﹤0.01%
133,944
+9,468
2940
$6.3M ﹤0.01%
135,526
+6,744
2941
$6.29M ﹤0.01%
282,401
+25,520
2942
$6.29M ﹤0.01%
105,546
-4,438
2943
$6.28M ﹤0.01%
175,445
-6,547
2944
$6.28M ﹤0.01%
219,703
-43,498
2945
$6.28M ﹤0.01%
130,529
-37,352
2946
$6.27M ﹤0.01%
269,313
-525,107
2947
$6.27M ﹤0.01%
482,380
+35,725
2948
$6.26M ﹤0.01%
200,000
2949
$6.26M ﹤0.01%
+122,245
2950
$6.24M ﹤0.01%
423,882
-289,404