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
3301
$3.91M ﹤0.01%
87,249
+1,650
3302
$3.9M ﹤0.01%
212,804
+48,796
3303
$3.87M ﹤0.01%
300,368
+11,819
3304
$3.86M ﹤0.01%
143,482
+4,898
3305
$3.86M ﹤0.01%
116,535
-3,275
3306
$3.84M ﹤0.01%
415,607
-58,263
3307
$3.83M ﹤0.01%
194,249
+10,683
3308
$3.83M ﹤0.01%
58,939
+16,962
3309
$3.82M ﹤0.01%
899,602
-818,327
3310
$3.8M ﹤0.01%
205,050
+22,044
3311
$3.8M ﹤0.01%
174,963
+782
3312
$3.79M ﹤0.01%
691,255
-106,852
3313
$3.79M ﹤0.01%
7,729
+98
3314
$3.78M ﹤0.01%
43,489
-196
3315
$3.78M ﹤0.01%
468,879
-7,290
3316
$3.78M ﹤0.01%
101,559
-12,151
3317
$3.77M ﹤0.01%
89,470
+22,671
3318
$3.76M ﹤0.01%
1,943,120
+1,159,928
3319
$3.76M ﹤0.01%
110,078
+10,258
3320
$3.76M ﹤0.01%
776,222
+303,206
3321
$3.76M ﹤0.01%
132,888
+13,099
3322
$3.75M ﹤0.01%
38,331
+11,737
3323
$3.72M ﹤0.01%
803,544
+758,493
3324
$3.71M ﹤0.01%
528,528
+203,734
3325
$3.7M ﹤0.01%
310,503
+15,181