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
3701
$2.15M ﹤0.01%
55,257
+29,483
3702
$2.15M ﹤0.01%
215,851
-5,459
3703
$2.15M ﹤0.01%
35,000
+19,502
3704
$2.15M ﹤0.01%
25,309
-895
3705
$2.14M ﹤0.01%
64,136
-1,745
3706
$2.14M ﹤0.01%
32,307
-729
3707
$2.14M ﹤0.01%
275,074
-807,374
3708
$2.14M ﹤0.01%
157,831
+85,290
3709
$2.14M ﹤0.01%
620,220
+11,793
3710
$2.14M ﹤0.01%
48,751
-6,805
3711
$2.13M ﹤0.01%
304,866
+183,927
3712
$2.13M ﹤0.01%
106,362
+13,679
3713
$2.13M ﹤0.01%
271,015
+91,443
3714
$2.13M ﹤0.01%
23,553
+1,780
3715
$2.13M ﹤0.01%
61,905
-21,392
3716
$2.13M ﹤0.01%
191,436
+82,125
3717
$2.12M ﹤0.01%
143,647
-156,381
3718
$2.12M ﹤0.01%
+48,412
3719
$2.11M ﹤0.01%
98,436
-5,107
3720
$2.11M ﹤0.01%
331,099
+12,900
3721
$2.11M ﹤0.01%
883,400
+59,995
3722
$2.11M ﹤0.01%
112,552
-61,050
3723
$2.11M ﹤0.01%
89,883
+1,152
3724
$2.1M ﹤0.01%
+49,942
3725
$2.09M ﹤0.01%
665,004
+388,226