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
3551
$2.73M ﹤0.01%
181,406
+22,113
3552
$2.72M ﹤0.01%
47,083
-1,854
3553
$2.72M ﹤0.01%
152,607
-21,750
3554
$2.72M ﹤0.01%
118,814
-2,131
3555
$2.71M ﹤0.01%
235,163
+22,470
3556
$2.71M ﹤0.01%
160,262
+68,142
3557
$2.71M ﹤0.01%
289,800
-144,043
3558
$2.71M ﹤0.01%
138,549
-32,374
3559
$2.7M ﹤0.01%
242,082
-154,939
3560
$2.7M ﹤0.01%
83,899
+8,379
3561
$2.69M ﹤0.01%
104,820
+37,201
3562
$2.69M ﹤0.01%
396,238
+194,805
3563
$2.68M ﹤0.01%
192,194
+14,528
3564
$2.68M ﹤0.01%
314,906
+85,044
3565
$2.68M ﹤0.01%
102,236
-3,606
3566
$2.68M ﹤0.01%
111,237
-24,539
3567
$2.67M ﹤0.01%
90,854
-29,737
3568
$2.67M ﹤0.01%
202,662
-16,946,178
3569
$2.67M ﹤0.01%
140,588
+40,983
3570
$2.67M ﹤0.01%
242,991
-6,114
3571
$2.67M ﹤0.01%
394,902
+128,350
3572
$2.66M ﹤0.01%
63,714
-358
3573
$2.66M ﹤0.01%
365,450
-20,399
3574
$2.66M ﹤0.01%
204,125
+18,791
3575
$2.66M ﹤0.01%
725,678
+22,351