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
3576
$2.66M ﹤0.01%
223,457
-13,326
3577
$2.66M ﹤0.01%
78,306
+41,324
3578
$2.66M ﹤0.01%
318,045
-236,900
3579
$2.66M ﹤0.01%
61,362
-15,055
3580
$2.65M ﹤0.01%
101,888
+23,618
3581
$2.65M ﹤0.01%
40,595
-284
3582
$2.65M ﹤0.01%
93,276
+35,982
3583
$2.64M ﹤0.01%
25,382
-914
3584
$2.63M ﹤0.01%
82,073
+34,837
3585
$2.62M ﹤0.01%
865,823
-138,934
3586
$2.62M ﹤0.01%
165,745
+54,339
3587
$2.62M ﹤0.01%
252,483
-261,974
3588
$2.62M ﹤0.01%
238,410
+1,423
3589
$2.61M ﹤0.01%
384,411
+67,530
3590
$2.61M ﹤0.01%
87,768
-75,151
3591
$2.6M ﹤0.01%
332,639
+174,386
3592
$2.6M ﹤0.01%
40,979
+4,288
3593
$2.6M ﹤0.01%
235,032
+48,426
3594
$2.6M ﹤0.01%
81,245
+32,066
3595
$2.6M ﹤0.01%
273,319
+116,370
3596
$2.59M ﹤0.01%
52,763
-20,858
3597
$2.59M ﹤0.01%
56,539
-3,528
3598
$2.58M ﹤0.01%
26,677
+522
3599
$2.58M ﹤0.01%
97,952
+330
3600
$2.57M ﹤0.01%
115,694
-4,839