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
3276
$4.03M ﹤0.01%
291,346
+85,728
3277
$4.02M ﹤0.01%
1,410,297
+100,808
3278
$4.02M ﹤0.01%
502,965
+214,930
3279
$4.02M ﹤0.01%
81,409
-6,085
3280
$4.01M ﹤0.01%
2,332,961
+659,870
3281
$4.01M ﹤0.01%
325,676
-92,149
3282
$4.01M ﹤0.01%
799,836
+41,718
3283
$4M ﹤0.01%
165,205
+2,067
3284
$4M ﹤0.01%
1,303,725
+719,874
3285
$4M ﹤0.01%
2,353,847
+489,954
3286
$3.99M ﹤0.01%
779,131
-362,073
3287
$3.98M ﹤0.01%
575,208
+112,882
3288
$3.98M ﹤0.01%
71,217
+54,975
3289
$3.98M ﹤0.01%
170,274
+3,589
3290
$3.97M ﹤0.01%
88,930
-36,522
3291
$3.97M ﹤0.01%
171,388
+17,510
3292
$3.95M ﹤0.01%
722,968
+37,957
3293
$3.93M ﹤0.01%
363,999
-1,098
3294
$3.93M ﹤0.01%
111,540
+4,821
3295
$3.93M ﹤0.01%
53,079
-179,495
3296
$3.93M ﹤0.01%
142,451
-20,605
3297
$3.93M ﹤0.01%
67,750
+9,900
3298
$3.92M ﹤0.01%
151,705
-26,492
3299
$3.91M ﹤0.01%
65,576
+39,912
3300
$3.91M ﹤0.01%
29,254
-285