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
3451
$3.12M ﹤0.01%
71,953
+4,972
3452
$3.11M ﹤0.01%
72,119
+599
3453
$3.11M ﹤0.01%
531,557
-117,203
3454
$3.11M ﹤0.01%
150,000
3455
$3.11M ﹤0.01%
203,376
-7,819
3456
$3.11M ﹤0.01%
337,969
-99,152
3457
$3.11M ﹤0.01%
186,942
+49,806
3458
$3.1M ﹤0.01%
138,124
-83,203
3459
$3.1M ﹤0.01%
133,918
-99,000
3460
$3.09M ﹤0.01%
62,908
-6,027
3461
$3.09M ﹤0.01%
150,000
3462
$3.07M ﹤0.01%
81,889
-1,526
3463
$3.06M ﹤0.01%
722,666
+267,595
3464
$3.06M ﹤0.01%
875,870
-82,274
3465
$3.06M ﹤0.01%
70,463
+13,104
3466
$3.05M ﹤0.01%
187,411
-98,665
3467
$3.05M ﹤0.01%
49,592
+7,971
3468
$3.04M ﹤0.01%
29,867
+230
3469
$3.04M ﹤0.01%
198,180
+73,159
3470
$3.03M ﹤0.01%
107,541
-4,894
3471
$3.03M ﹤0.01%
730,704
+611,237
3472
$3.02M ﹤0.01%
133,791
+3,002
3473
$3.02M ﹤0.01%
84,191
-98,044
3474
$3.02M ﹤0.01%
510,793
+24,023
3475
$3.02M ﹤0.01%
652,949
+26,749