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
3526
$2.82M ﹤0.01%
250,068
-13,243
3527
$2.81M ﹤0.01%
197,753
+8,147
3528
$2.81M ﹤0.01%
151,163
+65,523
3529
$2.81M ﹤0.01%
147,501
+17,433
3530
$2.8M ﹤0.01%
20,332
-4,726
3531
$2.8M ﹤0.01%
893
+414
3532
$2.8M ﹤0.01%
135,572
+56,805
3533
$2.8M ﹤0.01%
33,976
-3,232
3534
$2.8M ﹤0.01%
58,144
+18,137
3535
$2.79M ﹤0.01%
441,270
+33,318
3536
$2.79M ﹤0.01%
59,055
+1,057
3537
$2.79M ﹤0.01%
42,357
+4,394
3538
$2.79M ﹤0.01%
236,015
+152,621
3539
$2.79M ﹤0.01%
236,186
-270,550
3540
$2.79M ﹤0.01%
350,448
+350,365
3541
$2.78M ﹤0.01%
392,032
+26,603
3542
$2.78M ﹤0.01%
82,977
-3,033
3543
$2.77M ﹤0.01%
243,317
+56,983
3544
$2.77M ﹤0.01%
178,064
-58,439
3545
$2.77M ﹤0.01%
309,944
+91,092
3546
$2.76M ﹤0.01%
323,113
-42,480
3547
$2.76M ﹤0.01%
356,812
+104,718
3548
$2.75M ﹤0.01%
163,757
-70,462
3549
$2.73M ﹤0.01%
638,997
+25,472
3550
$2.73M ﹤0.01%
151,690
-15,027