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
3426
$3.24M ﹤0.01%
66,192
-14,391
3427
$3.24M ﹤0.01%
19,681
-5,729
3428
$3.23M ﹤0.01%
94,560
-293,558
3429
$3.23M ﹤0.01%
143,510
-844,404
3430
$3.22M ﹤0.01%
154,723
+12,397
3431
$3.2M ﹤0.01%
64,021
-18,625
3432
$3.2M ﹤0.01%
106,222
-14,291
3433
$3.19M ﹤0.01%
713,229
-3,409,983
3434
$3.19M ﹤0.01%
224,470
+6,771
3435
$3.18M ﹤0.01%
71,761
-1,093
3436
$3.18M ﹤0.01%
282,141
-23,856
3437
$3.17M ﹤0.01%
99,765
-15,240
3438
$3.17M ﹤0.01%
1,790,356
+1,088,289
3439
$3.17M ﹤0.01%
51,401
+45,560
3440
$3.16M ﹤0.01%
59,004
-178,781
3441
$3.14M ﹤0.01%
56,785
+254
3442
$3.14M ﹤0.01%
57,005
+6,292
3443
$3.14M ﹤0.01%
234,312
-43,764
3444
$3.13M ﹤0.01%
44,825
-5,720
3445
$3.13M ﹤0.01%
118,849
-84,132
3446
$3.13M ﹤0.01%
527,412
-92,562
3447
$3.13M ﹤0.01%
251,342
+163,806
3448
$3.12M ﹤0.01%
92,041
+10,167
3449
$3.12M ﹤0.01%
237,459
-366,947
3450
$3.12M ﹤0.01%
139,667
-23,508