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
3101
$5.06M ﹤0.01%
149,449
-26,510
3102
$5.06M ﹤0.01%
79,134
-97,084
3103
$5.05M ﹤0.01%
539,549
+327,306
3104
$5.05M ﹤0.01%
39,602
+16,258
3105
$5.04M ﹤0.01%
+200,000
3106
$5.04M ﹤0.01%
197,803
+165,278
3107
$5.03M ﹤0.01%
68,484
+20,845
3108
$5.03M ﹤0.01%
587,838
+30,535
3109
$5.03M ﹤0.01%
753,631
+164,688
3110
$5.02M ﹤0.01%
127,456
-14,876
3111
$5.01M ﹤0.01%
313,338
+240,061
3112
$4.99M ﹤0.01%
858,801
+692,591
3113
$4.97M ﹤0.01%
1,092,475
+494,719
3114
$4.97M ﹤0.01%
90,241
+26,960
3115
$4.97M ﹤0.01%
77,805
+8,552
3116
$4.97M ﹤0.01%
274,555
-31,669
3117
$4.96M ﹤0.01%
343,548
-1,130
3118
$4.96M ﹤0.01%
121,686
+8,391
3119
$4.95M ﹤0.01%
57,067
+16,089
3120
$4.94M ﹤0.01%
27,003
+245
3121
$4.91M ﹤0.01%
105,667
-764
3122
$4.91M ﹤0.01%
410,939
+277,544
3123
$4.9M ﹤0.01%
414,601
-27,689
3124
$4.9M ﹤0.01%
139,502
+1,369
3125
$4.89M ﹤0.01%
158,830
+54,253