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
3601
$2.57M ﹤0.01%
71,160
-4,190
3602
$2.57M ﹤0.01%
40,768
-6,036
3603
$2.57M ﹤0.01%
123,445
+94,671
3604
$2.56M ﹤0.01%
79,485
+47,290
3605
$2.56M ﹤0.01%
263,433
-178,389
3606
$2.55M ﹤0.01%
163,664
+24,930
3607
$2.55M ﹤0.01%
66,735
+24,855
3608
$2.54M ﹤0.01%
212,941
+74,848
3609
$2.53M ﹤0.01%
50,570
+815
3610
$2.53M ﹤0.01%
39,264
-21,497
3611
$2.53M ﹤0.01%
213,195
-23,629
3612
$2.52M ﹤0.01%
528,193
-51,243
3613
$2.52M ﹤0.01%
46,213
+2,510
3614
$2.52M ﹤0.01%
336,593
-515,181
3615
$2.52M ﹤0.01%
313,539
-184,910
3616
$2.52M ﹤0.01%
+125,000
3617
$2.52M ﹤0.01%
66,023
+7,264
3618
$2.52M ﹤0.01%
49,839
-20,816
3619
$2.52M ﹤0.01%
+125,000
3620
$2.51M ﹤0.01%
194,733
+112
3621
$2.5M ﹤0.01%
219,003
-5,072
3622
$2.5M ﹤0.01%
195,555
+42,462
3623
$2.5M ﹤0.01%
281,440
+118,473
3624
$2.49M ﹤0.01%
34,786
+4,931
3625
$2.48M ﹤0.01%
64,329
-29,696