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
3226
$4.27M ﹤0.01%
188,015
+84,672
3227
$4.27M ﹤0.01%
180,961
-32,899
3228
$4.26M ﹤0.01%
702,235
+270,946
3229
$4.26M ﹤0.01%
24,012
+5,752
3230
$4.26M ﹤0.01%
468,068
-5,349
3231
$4.26M ﹤0.01%
316,710
-141,912
3232
$4.26M ﹤0.01%
350,845
+30,158
3233
$4.25M ﹤0.01%
182,735
-29,243
3234
$4.25M ﹤0.01%
248,761
+25,899
3235
$4.24M ﹤0.01%
831,635
+748,547
3236
$4.23M ﹤0.01%
405,118
+47,402
3237
$4.23M ﹤0.01%
1,016,466
+106,299
3238
$4.22M ﹤0.01%
327,396
-6,308
3239
$4.21M ﹤0.01%
93,824
-62,601
3240
$4.2M ﹤0.01%
117,639
+21,029
3241
$4.19M ﹤0.01%
189,220
+59,620
3242
$4.19M ﹤0.01%
208,544
-54,696
3243
$4.19M ﹤0.01%
84,771
-5,913
3244
$4.18M ﹤0.01%
123,032
-20,042
3245
$4.18M ﹤0.01%
107,005
+3,344
3246
$4.18M ﹤0.01%
92,534
-11,138
3247
$4.17M ﹤0.01%
1,287,870
+391,382
3248
$4.15M ﹤0.01%
249,676
+40,782
3249
$4.15M ﹤0.01%
185,518
-17,813
3250
$4.15M ﹤0.01%
234,502
+7,885