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
3501
$2.91M ﹤0.01%
268,856
+41,257
3502
$2.91M ﹤0.01%
107,167
+7,983
3503
$2.9M ﹤0.01%
276,020
+710
3504
$2.9M ﹤0.01%
80,018
-617,014
3505
$2.89M ﹤0.01%
59,770
-1,466
3506
$2.88M ﹤0.01%
239,864
+9,996
3507
$2.88M ﹤0.01%
1,009,201
+367,535
3508
$2.87M ﹤0.01%
200,393
-11,286
3509
$2.87M ﹤0.01%
290,201
-26,837
3510
$2.87M ﹤0.01%
175,909
-195,843
3511
$2.87M ﹤0.01%
49,849
+11,295
3512
$2.87M ﹤0.01%
93,659
+36,226
3513
$2.87M ﹤0.01%
738,465
+620,810
3514
$2.86M ﹤0.01%
68,313
+9,087
3515
$2.86M ﹤0.01%
121,896
-26,705
3516
$2.86M ﹤0.01%
77,514
-9,080
3517
$2.86M ﹤0.01%
362,952
+152,168
3518
$2.86M ﹤0.01%
36,441
-925
3519
$2.85M ﹤0.01%
775,536
+267,303
3520
$2.85M ﹤0.01%
62,799
-56,596
3521
$2.85M ﹤0.01%
603,126
-3,650
3522
$2.85M ﹤0.01%
58,796
+33,498
3523
$2.84M ﹤0.01%
87,930
-1,832
3524
$2.82M ﹤0.01%
314,772
+133,749
3525
$2.82M ﹤0.01%
75,554
-17,222