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
3401
$3.34M ﹤0.01%
191,872
-68,634
3402
$3.33M ﹤0.01%
309,918
+134,540
3403
$3.32M ﹤0.01%
256,110
+80,020
3404
$3.32M ﹤0.01%
200,226
-23,016
3405
$3.32M ﹤0.01%
164,128
-18,038
3406
$3.32M ﹤0.01%
92,214
-2,223
3407
$3.31M ﹤0.01%
299,340
-15,928
3408
$3.31M ﹤0.01%
276,460
-20,201
3409
$3.3M ﹤0.01%
108,565
+1,466
3410
$3.3M ﹤0.01%
295,371
+10,458
3411
$3.3M ﹤0.01%
255,075
+122,526
3412
$3.29M ﹤0.01%
211,973
-24,959
3413
$3.29M ﹤0.01%
265,352
+89,978
3414
$3.29M ﹤0.01%
35,849
-862
3415
$3.28M ﹤0.01%
36,579
-7,054
3416
$3.28M ﹤0.01%
102,829
+66,368
3417
$3.28M ﹤0.01%
100,854
+1,156
3418
$3.28M ﹤0.01%
245,135
+89,131
3419
$3.27M ﹤0.01%
293,047
-48,724
3420
$3.27M ﹤0.01%
75,817
+38,628
3421
$3.27M ﹤0.01%
55,648
+482
3422
$3.26M ﹤0.01%
66,028
-50,035
3423
$3.25M ﹤0.01%
143,695
+25,850
3424
$3.24M ﹤0.01%
98,543
-106,135
3425
$3.24M ﹤0.01%
310,033
+105,449