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
3051
$5.52M ﹤0.01%
246,257
+111
3052
$5.51M ﹤0.01%
318,481
+34,942
3053
$5.5M ﹤0.01%
91,929
-2,257
3054
$5.5M ﹤0.01%
394,229
+20,168
3055
$5.49M ﹤0.01%
858,769
+404,883
3056
$5.48M ﹤0.01%
194,561
-111,676
3057
$5.48M ﹤0.01%
119,356
+68,786
3058
$5.48M ﹤0.01%
944,038
-354,485
3059
$5.48M ﹤0.01%
125,175
+15,211
3060
$5.47M ﹤0.01%
147,794
+1,684
3061
$5.46M ﹤0.01%
23,110
-49,013
3062
$5.43M ﹤0.01%
161,880
-11
3063
$5.43M ﹤0.01%
180,655
+48,080
3064
$5.42M ﹤0.01%
684,965
+163,547
3065
$5.42M ﹤0.01%
501,412
+95,095
3066
$5.41M ﹤0.01%
315,190
-49,668
3067
$5.4M ﹤0.01%
182,116
-57,922
3068
$5.39M ﹤0.01%
787,315
+133,444
3069
$5.39M ﹤0.01%
85,263
+53,665
3070
$5.38M ﹤0.01%
109,618
+75,555
3071
$5.37M ﹤0.01%
115,437
+12,159
3072
$5.34M ﹤0.01%
411,202
+5,725
3073
$5.33M ﹤0.01%
222,816
+16,561
3074
$5.32M ﹤0.01%
354,163
-588,440
3075
$5.31M ﹤0.01%
623,543
-33,246