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
2951
$6.23M ﹤0.01%
537,392
+42,422
2952
$6.22M ﹤0.01%
138,198
+8,375
2953
$6.22M ﹤0.01%
835,675
+171,275
2954
$6.21M ﹤0.01%
66,160
+13,287
2955
$6.18M ﹤0.01%
269,408
+35,633
2956
$6.18M ﹤0.01%
112,652
-15,152
2957
$6.16M ﹤0.01%
201,986
-204,241
2958
$6.16M ﹤0.01%
122,099
+68,063
2959
$6.15M ﹤0.01%
135,587
-5,367
2960
$6.14M ﹤0.01%
222,170
-9,300
2961
$6.14M ﹤0.01%
393,889
+151,023
2962
$6.13M ﹤0.01%
325,881
+557
2963
$6.13M ﹤0.01%
546,809
+6,208
2964
$6.12M ﹤0.01%
545,605
-84,410
2965
$6.11M ﹤0.01%
132,680
-4,081
2966
$6.11M ﹤0.01%
261,424
+24,622
2967
$6.09M ﹤0.01%
215,948
+117,566
2968
$6.09M ﹤0.01%
416,077
-162,572
2969
$6.08M ﹤0.01%
702,321
-70,153
2970
$6.05M ﹤0.01%
315,272
+34,963
2971
$6.05M ﹤0.01%
136,917
-42,995
2972
$6.05M ﹤0.01%
840,902
-19,564
2973
$6.04M ﹤0.01%
117,280
+10,240
2974
$6.04M ﹤0.01%
598,952
-96,385
2975
$6.03M ﹤0.01%
206,751
+18,153