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
3626
$2.47M ﹤0.01%
212,990
-2,279
3627
$2.47M ﹤0.01%
69,961
-1,684
3628
$2.47M ﹤0.01%
170,363
-332,446
3629
$2.46M ﹤0.01%
223,425
-29,370
3630
$2.46M ﹤0.01%
78,917
+3,941
3631
$2.45M ﹤0.01%
101,678
-25,829
3632
$2.45M ﹤0.01%
1,276,136
+921,159
3633
$2.44M ﹤0.01%
124,467
-148,411
3634
$2.44M ﹤0.01%
53,873
-620,105
3635
$2.44M ﹤0.01%
285,667
+25,208
3636
$2.43M ﹤0.01%
62,366
+38,882
3637
$2.43M ﹤0.01%
783,791
-77,709
3638
$2.42M ﹤0.01%
117,630
-311,977
3639
$2.42M ﹤0.01%
83,537
+82,326
3640
$2.42M ﹤0.01%
28,040
-76,364
3641
$2.42M ﹤0.01%
149,231
+78,378
3642
$2.42M ﹤0.01%
12,894
-3,420
3643
$2.42M ﹤0.01%
89,688
-212,738
3644
$2.41M ﹤0.01%
37,823
+8,924
3645
$2.41M ﹤0.01%
54,785
-42,960
3646
$2.41M ﹤0.01%
88,031
+69,657
3647
$2.41M ﹤0.01%
325,707
-662
3648
$2.41M ﹤0.01%
115,728
-88,844
3649
$2.4M ﹤0.01%
64,501
+20,518
3650
$2.4M ﹤0.01%
152,092
+12,856