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
3726
$2.09M ﹤0.01%
20,807
+3,281
3727
$2.08M ﹤0.01%
153,513
+117,588
3728
$2.08M ﹤0.01%
10,425
+2,389
3729
$2.08M ﹤0.01%
513,778
-35,521
3730
$2.08M ﹤0.01%
25,759
-49,030
3731
$2.07M ﹤0.01%
702,265
+52,563
3732
$2.07M ﹤0.01%
18,274
+6,997
3733
$2.07M ﹤0.01%
15,364
+6,452
3734
$2.07M ﹤0.01%
90,417
-327,976
3735
$2.07M ﹤0.01%
93,213
+22,100
3736
$2.06M ﹤0.01%
57,311
-21,465
3737
$2.06M ﹤0.01%
243,630
+75,598
3738
$2.06M ﹤0.01%
211,455
-13,259
3739
$2.06M ﹤0.01%
667,662
-1,687,472
3740
$2.05M ﹤0.01%
130,002
+18,574
3741
$2.04M ﹤0.01%
54,553
-1,966
3742
$2.04M ﹤0.01%
325,798
-2,813
3743
$2.04M ﹤0.01%
33,021
-11,794
3744
$2.04M ﹤0.01%
72,656
+47,392
3745
$2.03M ﹤0.01%
295,843
+105,436
3746
$2.03M ﹤0.01%
16,127
+2,979
3747
$2.03M ﹤0.01%
95,578
-85,535
3748
$2.02M ﹤0.01%
267,503
-107,762
3749
$2.02M ﹤0.01%
375,393
-3,097
3750
$2.02M ﹤0.01%
154,511
-10,100