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
2976
$6.03M ﹤0.01%
1,205,266
+100,050
2977
$6.02M ﹤0.01%
230,365
+122,359
2978
$6.02M ﹤0.01%
314,728
+27,504
2979
$5.99M ﹤0.01%
652,337
+291,270
2980
$5.99M ﹤0.01%
266,547
-58,667
2981
$5.99M ﹤0.01%
54,528
+3,296
2982
$5.98M ﹤0.01%
57,134
-23,028
2983
$5.98M ﹤0.01%
84,575
+17,944
2984
$5.97M ﹤0.01%
141,369
+5,081
2985
$5.97M ﹤0.01%
119,938
+6,280
2986
$5.96M ﹤0.01%
117,048
-23,087
2987
$5.95M ﹤0.01%
595,113
+26,338
2988
$5.95M ﹤0.01%
86,332
-19,351
2989
$5.94M ﹤0.01%
28,370
+2,027
2990
$5.94M ﹤0.01%
152,228
-11,829
2991
$5.93M ﹤0.01%
141,911
+61,911
2992
$5.92M ﹤0.01%
134,059
+15,601
2993
$5.91M ﹤0.01%
58,303
+16,703
2994
$5.9M ﹤0.01%
112,277
-19,640
2995
$5.9M ﹤0.01%
124,728
+4,516
2996
$5.89M ﹤0.01%
326,604
-26,976
2997
$5.86M ﹤0.01%
120,930
-21,579
2998
$5.86M ﹤0.01%
26,440
-16,449
2999
$5.86M ﹤0.01%
119,447
+31,595
3000
$5.85M ﹤0.01%
191,195
-59,643