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
3651
$2.39M ﹤0.01%
52,591
-344,499
3652
$2.39M ﹤0.01%
100,383
+67,079
3653
$2.38M ﹤0.01%
+61,762
3654
$2.36M ﹤0.01%
366,363
-2,113
3655
$2.36M ﹤0.01%
31,093
+18,273
3656
$2.35M ﹤0.01%
20,968
-2,685
3657
$2.35M ﹤0.01%
181,874
-75,628
3658
$2.35M ﹤0.01%
54,899
+20,965
3659
$2.35M ﹤0.01%
136,329
-11,131
3660
$2.34M ﹤0.01%
421,837
+341,627
3661
$2.34M ﹤0.01%
22,270
-603
3662
$2.34M ﹤0.01%
29,506
-30,046
3663
$2.34M ﹤0.01%
46,172
+43,570
3664
$2.34M ﹤0.01%
307,027
-20,671
3665
$2.33M ﹤0.01%
46,457
+4,427
3666
$2.33M ﹤0.01%
174,344
+106,689
3667
$2.32M ﹤0.01%
77,083
-47,506
3668
$2.32M ﹤0.01%
441,120
+392,034
3669
$2.32M ﹤0.01%
124,471
-38,143
3670
$2.3M ﹤0.01%
28,668
-3,899
3671
$2.3M ﹤0.01%
81,962
-26,880
3672
$2.3M ﹤0.01%
60,599
-33,810
3673
$2.29M ﹤0.01%
50,287
+512
3674
$2.28M ﹤0.01%
98,216
+3,751
3675
$2.26M ﹤0.01%
5,096
-3,693