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
3126
$4.89M ﹤0.01%
208,071
-45,900
3127
$4.88M ﹤0.01%
153,799
-435,447
3128
$4.88M ﹤0.01%
58,378
-102,233
3129
$4.87M ﹤0.01%
121,949
+79,952
3130
$4.86M ﹤0.01%
299,137
-38,012
3131
$4.86M ﹤0.01%
52,498
+10,475
3132
$4.85M ﹤0.01%
671,950
+161,069
3133
$4.84M ﹤0.01%
761,534
+150,285
3134
$4.83M ﹤0.01%
526,498
-91,037
3135
$4.83M ﹤0.01%
1,205,691
+63,442
3136
$4.83M ﹤0.01%
101,930
-9,595
3137
$4.82M ﹤0.01%
131,883
-55,905
3138
$4.81M ﹤0.01%
141,200
+77,796
3139
$4.79M ﹤0.01%
43,818
+15,821
3140
$4.79M ﹤0.01%
548,978
-383,508
3141
$4.78M ﹤0.01%
440,464
+355,901
3142
$4.77M ﹤0.01%
149,676
+85,648
3143
$4.77M ﹤0.01%
107,824
-6,012
3144
$4.76M ﹤0.01%
460,206
+24,140
3145
$4.76M ﹤0.01%
166,943
+18,438
3146
$4.74M ﹤0.01%
391,585
+173,666
3147
$4.74M ﹤0.01%
94,975
+3,287
3148
$4.73M ﹤0.01%
61,206
-65,220
3149
$4.72M ﹤0.01%
122,189
-8,636
3150
$4.72M ﹤0.01%
50,510
+15,568