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
3251
$4.15M ﹤0.01%
121,456
+20,386
3252
$4.15M ﹤0.01%
229,056
+135,849
3253
$4.14M ﹤0.01%
43,985
-12,401
3254
$4.14M ﹤0.01%
84,949
-6,988
3255
$4.14M ﹤0.01%
277,352
+46,757
3256
$4.13M ﹤0.01%
390,999
+41,349
3257
$4.13M ﹤0.01%
327,385
+14,534
3258
$4.13M ﹤0.01%
820,789
-1,502,752
3259
$4.12M ﹤0.01%
279,358
-42,414
3260
$4.12M ﹤0.01%
180,969
-29,708
3261
$4.11M ﹤0.01%
221,985
+87,194
3262
$4.11M ﹤0.01%
2,362,430
+282,195
3263
$4.09M ﹤0.01%
73,339
+63,980
3264
$4.08M ﹤0.01%
10,656
-586
3265
$4.07M ﹤0.01%
205,868
-231,914
3266
$4.07M ﹤0.01%
178,204
+786
3267
$4.07M ﹤0.01%
1,056,248
-599
3268
$4.06M ﹤0.01%
45,886
+8,858
3269
$4.06M ﹤0.01%
470,559
+292,264
3270
$4.06M ﹤0.01%
104,176
+3,108
3271
$4.06M ﹤0.01%
179,615
+25,346
3272
$4.05M ﹤0.01%
61,657
-1,332,133
3273
$4.05M ﹤0.01%
193,315
-763,236
3274
$4.05M ﹤0.01%
336,364
+41,907
3275
$4.04M ﹤0.01%
14,276
-38,565