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
3476
$3.01M ﹤0.01%
176,036
-121,188
3477
$3.01M ﹤0.01%
92,174
-2,093
3478
$3.01M ﹤0.01%
882,239
+342,513
3479
$3.01M ﹤0.01%
106,207
-116,773
3480
$3.01M ﹤0.01%
24,214
+2,193
3481
$3M ﹤0.01%
39,101
+8,566
3482
$3M ﹤0.01%
221,624
+9,189
3483
$3M ﹤0.01%
202,016
+52,814
3484
$2.99M ﹤0.01%
1,451,686
-1,005,903
3485
$2.99M ﹤0.01%
854,195
-1,131,537
3486
$2.99M ﹤0.01%
232,099
-28,417
3487
$2.98M ﹤0.01%
137,285
+6,626
3488
$2.98M ﹤0.01%
79,089
+7,144
3489
$2.96M ﹤0.01%
31,376
+4,501
3490
$2.96M ﹤0.01%
131,892
-23,585
3491
$2.96M ﹤0.01%
912,515
+434,991
3492
$2.94M ﹤0.01%
194,927
-22,498
3493
$2.94M ﹤0.01%
91,355
-2,762
3494
$2.92M ﹤0.01%
69,995
+3,689
3495
$2.92M ﹤0.01%
269,627
-3,555
3496
$2.92M ﹤0.01%
173,744
+13,191
3497
$2.92M ﹤0.01%
146,268
-235,531
3498
$2.91M ﹤0.01%
90,616
-9,630
3499
$2.91M ﹤0.01%
419,017
+159,295
3500
$2.91M ﹤0.01%
76,413
+1,067