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
3151
$4.7M ﹤0.01%
26,807
+15,066
3152
$4.7M ﹤0.01%
149,701
+4,849
3153
$4.69M ﹤0.01%
398,761
+162,813
3154
$4.68M ﹤0.01%
446,184
+249,697
3155
$4.68M ﹤0.01%
489,018
-148,000
3156
$4.67M ﹤0.01%
103,568
-31,042
3157
$4.67M ﹤0.01%
126,648
+12,696
3158
$4.67M ﹤0.01%
66,857
-6,639
3159
$4.67M ﹤0.01%
60,977
+3,369
3160
$4.66M ﹤0.01%
278,155
-141,821
3161
$4.62M ﹤0.01%
44,206
-12,097
3162
$4.62M ﹤0.01%
480,851
+22,311
3163
$4.62M ﹤0.01%
531,334
+353,048
3164
$4.62M ﹤0.01%
194,806
-114,073
3165
$4.61M ﹤0.01%
358,805
+66,405
3166
$4.61M ﹤0.01%
2,517,872
+802,384
3167
$4.6M ﹤0.01%
93,780
+23,833
3168
$4.58M ﹤0.01%
334,142
+100,317
3169
$4.58M ﹤0.01%
159,558
-102,672
3170
$4.58M ﹤0.01%
207,219
-16,861
3171
$4.57M ﹤0.01%
2,153,717
+6,292
3172
$4.56M ﹤0.01%
489,953
-2,393
3173
$4.55M ﹤0.01%
656,417
-104,241
3174
$4.55M ﹤0.01%
410,080
+147,144
3175
$4.55M ﹤0.01%
405,317
+211,234